Megan
Lokitis
Alpha Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Megan Lokitis is a certified financial planner operating in Charlotte, North Carolina who has 8 years of relevant experience. Lokitis works at Alpha Financial Advisors, LLC. They have been employed by Alpha Financial Advisors, Llc for all of their career. Lokitis is registered to operate in North Carolina. Alpha Financial Advisors, LLC is a firm operating out of Charlotte, NC. It manages $354 million in assets across its 1,433 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,433 accounts, 56% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Alpha Financial Advisors, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules largely vary depending on the type of financial services provided. However, fees charged by Alpha Financial Advisors, LLC can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Alpha Financial Advisors, LLC Brokerage Details
$353,648,198
10
1,433
$246,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Megan Lokitis Work History
Megan has been registered as a financial advisor for 8 years.*
Clearview Wealth Management
*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 Megan Lokitis 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 Advisors, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
