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Darcie Lynn McConnell

Alpha Advisors, LLC

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About Darcie Lynn McConnell

Darcie McConnell is an investment advisor representative with Alpha Advisors, LLC, with a branch office located in LAKELAND, FL. Darcie has been in the industry since December 2002 and has earned a Series 7 and Series 66 license. Darcie has been with Alpha Advisors, LLC since January 2006.

Firm Information

Darcie McConnell 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Darcie McConnell’s Registration & Firm History

FL

02/17/2006 - Present

Alpha Advisors, LLC (LAKELAND FL)

FL

12/17/2002 - 01/27/2006

ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)

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Licenses & Designations

BOTH

Issued 11/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darcie Lynn McConnell.
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