Culley Hess (CRD# 7685948) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Mclean, VA and has 1 year of experience in the finance industry. Culley Hess has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Alpha Financial Advisors LLC | Mclean, VA | Nov 2021 - Current | 2 |
Alpha Financial Advisors, LLC | Mclean, VA | Nov 2021 - Current | 2 |
Sage Outdoor Adventures | Vail, CO | May 2021 - Oct 2021 | < 1 |
Augusta County Clerk Of Court | Staunton, VA | Jan 2021 - May 2021 | < 1 |
Alpha Financial Advisors LLC | Mclean, VA | Jun 2019 - May 2021 | 1 |
James Madison University | Harrisonburg, VA | Aug 2017 - May 2021 | 3 |
U.s. Census Bureau | Harrisonburn, VA | Jun 2020 - Sep 2020 | < 1 |
Eplus Technologies | Herndon, VA | May 2018 - Aug 2018 | < 1 |
Loudoun County Public Schools | Sterling, VA | Jan 2013 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- VA
-
Total Assets Under Management168MILLIONS
-
Total Number of Accounts421ACCOUNTS
-
Average Account Value$399,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MD, NC, VA
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