Alpha Omega Financial, Inc.

Alpha Omega Financial, Inc. (CRD# 314289) is a financial advisory firm headquartered in , . They manage $139,280,898 in 303 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
https://www.linkedin.com/in/bill-carambelas-cfp%c2%ae-chfc%c2%ae-casl%c2%ae-28914311/
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $459,673
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, NY, PA, TX, VA

Financial Advisors at Alpha Omega Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William Carambelas, financial advisor Glen Arm MD
William Carambelas
CRD#: 5644917
Glen Arm, MD

William Carambelas (CRD# 5644917) is an Investment Advisor Representative working at Alpha Omega Financial, Inc. in Glen Arm, MD and has over 15 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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