Alpha Advisors, LLC

Alpha Advisors, LLC (CRD# 138848) is a financial advisory firm headquartered in Lakeland, FL. They manage $40,852,581 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $234,785
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 S. Dockery
CRD#: 2782705
2026 Crystal Wood Drive, Lakeland, FL 33801
93
Wealthminder
score

Andrea Dockery (CRD# 2782705) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 20 years of experience in the finance industry.

2
Carl C. Dockery
CRD#: 4397374
2026 Crystal Wood Drive, Lakeland, FL 33801
93
Wealthminder
score

Carl Dockery (CRD# 4397374) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 15 years of experience in the finance industry.

3
Darcie L. McConnell
CRD#: 4454332
2026 Crystal Wood Drive, Lakeland, FL 33801
93
Wealthminder
score

Darcie McConnell (CRD# 4454332) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 13 years of experience in the finance industry.

4
Shannon G. Hill
CRD#: 6264035
San Diego, CA
89
Wealthminder
score

Shannon Hill (CRD# 6264035) is an Investment Advisor Representative working at Alpha Advisors, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.