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George Everett bond Reveley

Alpha Omega Wealth Management, LLC

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About George Everett bond Reveley

George Everett bond Reveley is a financial advisor with Alpha Omega Wealth Management, LLC. George has been working in the industry since 2006 and has held registrations with both Davenport & Company LLC and Alpha Omega Wealth Management. George holds several licenses and designations including Series 7, 86, 87, 10, 9, 24, and 66 and is a Certified Financial Planner.

Firm Information

George Reveley 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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George Reveley’s Registration & Firm History

VA

04/24/2018 - Present

Alpha Omega Wealth Management, LLC (RICHMOND VA)

VA

09/29/2011 - 04/19/2018

DAVENPORT & COMPANY LLC (RICHMOND VA)

VA

08/24/2006 - 01/26/2009

DAVENPORT & COMPANY LLC (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 09/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/11/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/17/2011

Series 24 - General Securities Principal Examination

BC

Issued 04/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/28/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/23/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Everett bond Reveley.
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