Alpha Advisors, LLC

Alpha Advisors, LLC (CRD# 138848) is a financial advisory firm headquartered in Lakeland, FL. They manage $30,773,142 in 119 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
117 N Massachusetts Ave, Lakeland, FL 33801
http://alphaadvisorsusa.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $258,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Alpha Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrea Dockery, financial advisor Lakeland FL
Andrea S. Dockery
CRD#: 2782705
117 N Massachusetts Ave, Lakeland, FL 33801

Andrea Dockery (CRD# 2782705) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 27 years of experience in the finance industry.

2
Carl Dockery, financial advisor Lakeland FL
Carl C. Dockery
CRD#: 4397374
117 N Massachusetts Ave, Lakeland, FL 33801

Carl Dockery (CRD# 4397374) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 22 years of experience in the finance industry.

3
Shannon Hill, financial advisor Pace FL
Shannon G. Hill
CRD#: 6264035
Pace, FL

Shannon Hill (CRD# 6264035) is an Investment Advisor Representative working at Alpha Advisors, LLC in Pace, FL and has over 10 years of experience in the finance industry.

4
Darcie McConnell, financial advisor Lakeland FL
Darcie L. McConnell
CRD#: 4454332
117 N Massachusetts Ave, Lakeland, FL 33801

Darcie McConnell (CRD# 4454332) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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