Unclaimed Profile

Ashley Montgomery

ALPHA FINANCIAL PARTNERS LLC·LEXINGTON, Kentucky

SIE, Series 7TO, Series 63CFPClean record3 years registeredALPHA FINANCIAL PARTNERS LLC

710 E. MAIN STREET, LEXINGTON, KY 40502CRD# 7447984Firm CRD# 306639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ashley Montgomery · LEXINGTON, KY

Registration

CRD #7447984 · ALPHA FINANCIAL PARTNERS LLC · 3 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Jun 2026 – present

FIDELITY BROKERAGE SERVICES LLC

Dec 2023 – present

STRATEGIC ADVISERS LLC

Mar 2025 – Jun 2026

COVINGTON, KY

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jan 2024 – Mar 2025

COVINGTON, KY

ALPHA FINANCIAL PARTNERS LLC

Jul 2023 – Sep 2023

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Registration record

First registered · July 10, 2023

Years registered · 3

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA FINANCIAL PARTNERS LLC

CRD 306639 · SEC 801-117851

AUM

$295M

Regulatory assets under management

Employees

1,028 client accounts

Services offered by ALPHA FINANCIAL PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALPHA FINANCIAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Ashley Montgomery offer?

Ashley Montgomery specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Ashley Montgomery's credentials?

Ashley Montgomery holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ashley Montgomery located?

Ashley Montgomery is based in LEXINGTON, Kentucky, working with ALPHA FINANCIAL PARTNERS LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Ashley Montgomery charge for services?

Ashley Montgomery's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA FINANCIAL PARTNERS LLC?

ALPHA FINANCIAL PARTNERS LLC has approximately 5 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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