linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Martin Noftsinger

Alpha Omega Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Martin Noftsinger

William Noftsinger is an investment advisor representative at Alpha Omega Wealth Management, LLC. William has been in the industry since 1981 and has held multiple registrations with different firms over the years. William has a strong background in financial planning and is currently registered with the state of Virginia and Texas. William's firm, Alpha Omega Wealth Management, LLC, offers a variety of advisory services to clients, including financial planning, portfolio management, and selection of other advisers.

Firm Information

William Noftsinger 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Noftsinger’s Registration & Firm History

VA

06/26/2019 - Present

Alpha Omega Wealth Management, LLC (RICHMOND VA)

VA

09/25/1987 - 06/17/2019

DAVENPORT & COMPANY LLC (RICHMOND VA)

NA

06/23/1981 - 10/02/1987

WHEAT, FIRST SECURITIES, INC.

Not sure if William Martin Noftsinger is right for you?

Licenses & Designations

IA

Issued 03/11/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for William Martin Noftsinger. Review regulatory record here.
Not sure if William Martin Noftsinger is right for you?