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Eric David Hess

Alpha Financial Advisors, LLC

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About Eric David Hess

Eric Hess is a financial advisor who has been in the industry since 1992. He has worked with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Eric Hess is currently registered with Alpha Financial Advisors, LLC, a registered investment advisor with the state of Virginia. Eric Hess has earned the Certified Financial Planner and Chartered Financial Consultant designations. Eric Hess specializes in portfolio management for individuals and financial planning.

Firm Information

Eric Hess is currently registered with Alpha Financial Advisors, LLC. Alpha Financial Advisors, LLC is an investment advisor registered with the SEC and located in McLean, VA. They manage approximately $192,893,726 in assets for 452 accounts. The firm primarily serves individuals and provides financial planning and portfolio management services.
Alpha Financial Advisors, LLC

8260 GREENSBORO DRIVE

MCLEAN, VA 22102

$192.89M

Assets Under Management

Not reported

Total Clients

3

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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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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Eric Hess’s Registration & Firm History

VA

07/02/2012 - Present

Alpha Financial Advisors, LLC (MCLEAN VA)

MA

03/18/1992 - 03/12/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

03/18/1992 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 01/22/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/16/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric David Hess.
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