Gregory
Turcotte
Alpha Financial Partners LLC
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About this Advisor
Gregory Turcotte is a financial advisor operating out of Lexington, Kentucky who has 3 years of industry experience. Turcotte is on the advisory team at Alpha Financial Partners LLC. Over the course of their career, they have held roles at First Heartland Capital, Inc, Heritage Private Wealth LLC, The Golf Exchange, Lpl Financial, LLC, Stratos Wealth Partners, LTD, Ubs Financial Services Inc, Alpha Financial Partners LLC and Purshe Kaplan Sterling Investments, Inc. Turcotte holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Kentucky. Alpha Financial Partners LLC is a firm that has its headquarters in Lexington, KY. It administers $257 million in assets across its 979 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 979 client accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets available to invest. Alpha Financial Partners LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. Fee types billed by Alpha Financial Partners LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Financial Partners LLC Brokerage Details
$257,111,052
6
979
$262,626
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gregory Turcotte Work History
Gregory has been registered as a financial advisor for 3 years.*
Alpha Financial Partners LLC
Purshe Kaplan Sterling Investments, Inc
Ubs Financial Services Inc
The Golf Exchange
Lpl Financial, LLC
Stratos Wealth Partners, LTD
Heritage Private Wealth LLC
First Heartland Capital, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Turcotte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alpha Financial Partners LLC
Lexington, KY
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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