Marc
Cobane
Alpha Financial Partners LLC
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About this Advisor
Marc Cobane is a financial advisor based out of Lexington, Kentucky with 3 years of relevant experience. Cobane is an advisor for Alpha Financial Partners LLC. During their career, Cobane has held roles at Ubs Financial Services Inc, Alpha Financial Partners LLC and Purshe Kaplan Sterling Investments, Inc. Cobane maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Kentucky. Alpha Financial Partners LLC is a financial advisory business headquartered in Lexington, KY. It handles $257 million in assets across its 979 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 979 accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets. Alpha Financial Partners LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on which services are provided. However, fees charged by Alpha Financial Partners LLC likely consist of some blend 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
Marc Cobane Work History
Marc has been registered as a financial advisor for 3 years.*
Alpha Financial Partners LLC
Purshe Kaplan Sterling Investments, Inc
Ubs Financial Services Inc
Ubs Financial Services 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 Marc Cobane 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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