Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Douglas Wallace is a Registered Investment Advisor representative associated with Alpha Advisors, LLC. Roland has been in the industry since February 2001 and is registered in Virginia. Roland holds a Series 65 license and specializes in providing financial planning and portfolio management for individuals. Alpha Advisors, LLC provides asset allocation services, financial planning and portfolio management for individuals. The firm primarily manages assets for high-net-worth individuals but also works with other individual clients and school foundations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
04/23/2001 - Present
Alpha Advisors, LLC (RICHMOND VA)
IA
Issued 03/07/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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