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Eric S Fitzgerald

Alpha Omega Wealth Management, LLC

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About Eric S Fitzgerald

Eric Fitzgerald is a financial advisor with over 10 years of experience in the industry. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 63, 65, and 7 securities licenses. Eric's current firm, Alpha Omega Wealth Management, LLC, is a financial planning firm specializing in providing financial advice to individuals, high-net-worth individuals, and charitable organizations. Eric previously worked at LPL Financial LLC.

Firm Information

Eric Fitzgerald is currently registered with Alpha Omega Wealth Management, LLC. Alpha Omega Wealth Management, LLC is a Registered Investment Advisor based in Richmond, Virginia. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. They manage approximately $995 million in assets and serve a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and individuals.
Alpha Omega Wealth Management, LLC

7202 GLEN FOREST DRIVE

RICHMOND, VA 23226

$995.23M

Assets Under Management

7

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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 Fitzgerald’s Registration & Firm History

VA

02/20/2018 - Present

Alpha Omega Wealth Management, LLC (RICHMOND VA)

TN

08/16/2016 - 01/11/2018

LPL FINANCIAL LLC (KNOXVILLE TN)

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Licenses & Designations

BC

Issued 08/27/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric S Fitzgerald.
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