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Mark Douglas Leimberger

Alpha Advisors, LLC

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About Mark Douglas Leimberger

Mark Douglas Leimberger is an investment advisor representative with Alpha Advisors, LLC. Mark has been in the industry since 1997. Mark holds a Series 63 and Series 65 license and a Series 7 license. Mark has been registered with the state of Virginia since 2006 and is also registered in Texas. Mark's firm Alpha Advisors, LLC is based in Richmond, VA and serves high-net-worth individuals, other individuals, and school foundations. Alpha Advisors, LLC offers financial planning, asset allocation, and portfolio management services.

Firm Information

Mark Leimberger is currently registered with Alpha Advisors, LLC. Alpha Advisors, LLC is an investment advisor located in Richmond, VA. The firm manages approximately $185,484,900 in assets for 361 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm provides asset allocation services, financial planning, and portfolio management services for individuals. Alpha Advisors, LLC can be contacted at HTTP://ALPHA-ADVISORS.COM.
Alpha Advisors, LLC

3951 WESTERRE PARKWAY

RICHMOND, VA 23233

$185.48M

Assets Under Management

1

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.

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asset allocation services

Asset allocation services

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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Mark Leimberger’s Registration & Firm History

VA

05/08/2006 - Present

Alpha Advisors, LLC (RICHMOND VA)

MD

01/14/2005 - 06/07/2006

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

TN

06/30/2000 - 01/19/2005

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NC

01/07/1997 - 07/19/2000

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 02/13/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Douglas Leimberger. Review regulatory record here.
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