linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrea Spiessl Dockery

Alpha Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrea? Claim Your Profile

About Andrea Spiessl Dockery

Andrea Dockery is a registered Investment Advisor Representative with Alpha Advisors, LLC, located in Lakeland, Florida. Andrea is a seasoned financial professional with experience in the industry, having worked with various firms before joining Alpha Advisors. Andrea has a wide range of experience serving individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Andrea specializes in financial planning, selection of other advisors, and portfolio management.

Firm Information

Andrea Dockery is currently registered with Alpha Advisors, LLC. Alpha Advisors, LLC is an independent investment advisory firm with 30.77 million dollars in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, businesses, and charitable organizations. Alpha Advisors offers a range of services, including portfolio management, financial planning, and selection of other advisors. They specialize in serving high-net-worth individuals, corporations, and charitable organizations, but they also have experience working with individuals with other levels of assets.

$30.77M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrea Dockery’s Registration & Firm History

FL

01/01/2025 - Present

Alpha Advisors, LLC (LAKELAND FL)

NY

09/30/1996 - 03/21/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

Not sure if Andrea Spiessl Dockery is right for you?

Licenses & Designations

IA

Issued 06/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Spiessl Dockery.
Not sure if Andrea Spiessl Dockery is right for you?