Alphamark Advisors, LLC

Alphamark Advisors, LLC (CRD# 109366) is a financial advisory firm headquartered in Fort Wright, KY. They manage $310,856,676 in 907 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $342,731
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, IN, KY, OH, TX

Financial Advisors at Alphamark Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christian A. Lucas
CRD#: 3259194
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011
96
Wealthminder
score

Christian Lucas (CRD# 3259194) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has over 18 years of experience in the finance industry. Christian Lucas 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.

2
William H. Vickey
CRD#: 1909740
250 Grandview Drive, Ste. 175, Fort Mitchell, KY 41017
96
Wealthminder
score

William Vickey (CRD# 1909740) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Mitchell, KY and has over 29 years of experience in the finance industry. William Vickey 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.

3
Andrew C. Becker
CRD#: 4959123
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011
93
Wealthminder
score

Andrew Becker (CRD# 4959123) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has over 12 years of experience in the finance industry.

4
Michael L. Simon
CRD#: 4365604
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011
90
Wealthminder
score

Michael Simon (CRD# 4365604) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has 1 year of experience in the finance industry.

5
Kelly E. Owens
CRD#: 5793107
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011
81
Wealthminder
score

Kelly Owens (CRD# 5793107) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has over 7 years of experience in the finance industry.

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