Eric David Hess
CFP®, ChFC®Professional Summary
Eric David Hess, CFP®, ChFC®, who also goes by Eric D Hess, is a registered financial advisor currently at ALPHA FINANCIAL ADVISORS, LLC located in Mclean, Virginia. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Eric has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Health Care & Long-Term Care Planning
- Investment Management
- Education Funding
- Estate & Legacy Planning
- Tax Planning
- Retirement Planning
- Business Services
- Risk Management & Insurance
- Financial Planning
- Cashflow & Budgeting
Specializations
Biography
Additional areas of expertise are available on the website. www.alphafinancialadvisors.com
Other Aliases
Eric D Hess
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Current Firm
ALPHA FINANCIAL ADVISORS, LLC
Contact Information
Main Address
8260 Greensboro Drive Suite 125, Mclean, VA 22102Phone Number
(703) 442-7686# of Employees
7SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
156AUM (Assets Under Management)
$218,325,543Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Primary Firm SEC Registration
ALPHA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(7/2/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1992About the Series 6 examSimilar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Eric David Hess's CRS (Customer Relationship Summary).
Services Offered by Eric
- Health Care & Long-Term Care Planning
- Investment Management
- Education Funding
- Estate & Legacy Planning
- Tax Planning
- Retirement Planning
- Business Services
- Risk Management & Insurance
- Financial Planning
- Cashflow & Budgeting
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
