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Leslie Katherine Tovar rosado

Alpha Financial Advisors, LLC

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About Leslie Katherine Tovar rosado

Leslie Katherine Tovar rosado is a financial advisor with Alpha Financial Advisors, LLC in McLean, Virginia. Leslie Katherine has been in the financial services industry since 2014 and has a Series 65 license. Alpha Financial Advisors, LLC has a team of experienced financial professionals who provide a range of services to individuals and families. The firm specializes in financial planning, portfolio management for individuals, and personalized investment solutions. Leslie Katherine and her team at Alpha Financial Advisors, LLC are committed to helping clients achieve their financial goals.

Firm Information

Leslie Tovar rosado 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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Leslie Tovar rosado’s Registration & Firm History

VA

10/13/2021 - Present

Alpha Financial Advisors, LLC (MCLEAN VA)

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Licenses & Designations

IA

Issued 08/26/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leslie Katherine Tovar rosado.
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