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Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Hockton, GA
Alden investment Group
Team
Derek D'Alonzo is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and SunTrust Advisory Services. Alden Investment Advisors provides portfolio management and financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, utilizing a proprietary investment platform and integrated tools to enhance client reporting and fiduciary oversight.
Based on Alden investment Group
Based on Alden investment Group
Some representatives are registered representatives of affiliated broker-dealer and may receive commissions and 12b-1 fees.
Alden COVE platform reporting fee of 0.05% annually (five basis points), billed monthly.
Account minimum: $25,000 Fee-only: Financial planning fees billed as a one-time fee or monthly retainer; specific amounts not stated.
Hockton, GA
Hockton GA
Advisors at this office
1
Georgia
34 years of industry experience
Alden Investment Group
2020 - Present • 6 years
Jenkintown, PA
Ameriprise Financial Services Inc
2017 - 2020 • 3 years
Suwanee, GA
SunTrust Advisory Services
2016 - 2017 • 1 year
Atlanta, GA
SUNTRUST INVESTMENT SERVICES, inc
2013 - 2017 • 4 years
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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