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Alexander S

Series 65

Richmond, VA

Alpha Advisors, LLC

Alexander Scott is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 14 years of industry experience. He has been with Alpha Advisors since 2013. Alpha Advisors serves primarily individuals and families, managing approximately $256 million in assets across roughly 115 clients. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no-load mutual funds, ETFs, and separately managed accounts to implement customized model portfolios.

Wealth management Cash flow / budgeting Retirement withdrawal strategies
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Sarah B

Series 65

Richmond, VA

Alpha Advisors, LLC

Sarah Byrd is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with Alpha Advisors since 2004. Outside of her advisory work, she serves part-time as a bookkeeper for TEI. Alpha Advisors primarily serves individuals and families with approximately 115 clients and $256 million in assets under management. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no‑load mutual funds, ETFs, and separately managed account services.

Wealth management Cash flow / budgeting Retirement withdrawal strategies
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Mark L

Series 63, Series 65

Richmond, VA

Alpha Advisors, LLC

Mark Leimberger is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Alpha Advisors since 2006. Alpha Advisors serves primarily individuals and families across various ages and wealth levels, overseeing approximately $256 million in assets for about 115 clients. The firm focuses on discretionary portfolio management, emphasizing asset allocation and diversification, and offers services including cash flow analysis, financial planning, and retirement plan rollover consulting.

Wealth management Cash flow / budgeting Retirement withdrawal strategies
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