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Alan S
Series 63, Series 66
Charlotte, NC
Colville Wealth Advisory, LLC
Alan Simpson, Jr. is a financial advisor with Colville Wealth Advisory, LLC in Charlotte, NC, holding Series 63 and Series 66 designations and 24 years of industry experience. Prior to founding his current firm in 2018, he worked at Signator Investors, Inc. and also operates a sole proprietorship CPA practice providing tax and business advisory services. He is additionally involved in a real estate brokerage as a sole proprietor and realtor. Colville Wealth Advisory is a small independent firm managing approximately $25.7 million for around 30 clients, including individuals, high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary portfolio management and limited financial planning, constructing portfolios primarily with mutual funds, ETFs, and select individual securities using fundamental analysis and a mix of strategies.
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