Alpha Financial Advisors, LLC

Alpha Financial Advisors, LLC (CRD# 122545) is a financial advisory firm headquartered in Charlotte, NC. They manage $444,127,297 in 1,487 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
11325 N Community House Rd, Suite #410, Charlotte, NC 28277
https://www.alphafa.com/
By the Numbers
  • Total Assets Under Management
    444
    MILLION
  • Total Number of Accounts
    1,487
    ACCOUNTS
  • Average Account Value
    $298,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY, SC, TX

Financial Advisors at Alpha Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Henry Barringer, financial advisor Charlotte NC
Henry N. Barringer
CRD#: 5896660
11325 N Community House Rd, Suite #410, Charlotte, NC 28277

Henry Barringer (CRD# 5896660) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

2
Megan Lokitis, financial advisor Charlotte NC
Megan L. Lokitis
CRD#: 5672633
11325 N Community House Rd, Suite #410, Charlotte, NC 28277

Megan Lokitis (CRD# 5672633) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

3
Ann Marie Reilley, financial advisor Charlotte NC
Ann Marie Reilley
CRD#: 5889714
11325 N Community House Rd, Suite 410, Charlotte, NC 28277

Ann Marie Reilley (CRD# 5889714) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

4
Janice McGunnigle, financial advisor Charlotte NC
Janice A. McGunnigle
CRD#: 6847645
11325 N Community House Rd, Suite #410, Charlotte, NC 28277

Janice McGunnigle (CRD# 6847645) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

5
Tyler Weaver, financial advisor Charlotte NC
Tyler W. Weaver
CRD#: 6484772
11325 N Community House Rd, Suite #410, Charlotte, NC 28277

Tyler Weaver (CRD# 6484772) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Charlotte, NC and has 1 year 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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