Athanasios K. Preovolos
Professional summary
Athanasios K Preovolos MR., who also goes by Thanasi K Preovolos Mr., Thanasi K Preovolos, is a registered financial advisor currently at ALPHA & OMEGA located in La Mesa, California.
Athanasios is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Athanasios has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Athanasios K Preovolos MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 29, 2022 - Present
ALPHA & OMEGA
Office #1: 8580 La Mesa Blvd Ste 100, La Mesa, CA 91942State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/29/2022)
(9/25/2023)
(7/13/2023)
(7/10/2023)
(9/5/2023)
Current Firm
ALPHA & OMEGA
CRD#: 105548 / SEC#: 801-45517
Contact information
Regulatory assets under management
| Total Number of Accounts | 233 |
| AUM (Assets Under Management) | $ 36,567,552 |
Red Flags
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