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Gregory M Turcotte

Alpha Financial Partners LLC

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About Gregory M Turcotte

Gregory Turcotte is a financial advisor with Alpha Financial Partners LLC. Gregory has been in the financial services industry since 2009. Gregory's primary office is located in Lexington, KY, and Gregory is licensed to conduct business in Kentucky. Gregory is also registered with Purshe Kaplan Sterling Investments, Inc. In addition to Gregory's experience, Gregory has earned the Certified Financial Planner designation.

Firm Information

Gregory Turcotte is currently registered with Alpha Financial Partners LLC. Alpha Financial Partners LLC is a Kentucky-based registered investment advisor with over $295 million in regulatory assets under management. They provide financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. They also offer services to select other investment advisors.
Alpha Financial Partners LLC

710 E. MAIN STREET

LEXINGTON, KY 40502

$295.00M

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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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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Gregory Turcotte’s Registration & Firm History

KY

01/14/2020 - Present

Alpha Financial Partners LLC (LEXINGTON KY)

KY

01/07/2020 - 12/26/2023

PURSHE KAPLAN STERLING INVESTMENTS (Lexington KY)

KY

09/30/2015 - 01/14/2020

UBS FINANCIAL SERVICES INC. (LEXINGTON KY)

KY

09/11/2013 - 10/07/2015

LPL FINANCIAL LLC (LEXINGTON KY)

KY

12/17/2009 - 09/12/2013

FIRST HEARTLAND CAPITAL, INC. (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 02/11/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory M Turcotte.
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