Unclaimed Profile

Craig Dickson Moreshead

ALPHA PENSION GROUP, INC.·LEXINGTON, Massachusetts

Clean recordALPHA PENSION GROUP, INC.

70 WESTVIEW STREET, LEXINGTON, MA 02421CRD# 2076630Firm CRD# 171290

Profile Verification

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

Identity

Craig Dickson Moreshead · LEXINGTON, MA

Registration

CRD #2076630 · ALPHA PENSION GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Dickson Moreshead is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with ALPHA PENSION GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ALPHA PENSION GROUP, INC.

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHA PENSION GROUP, INC. →

Services

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2076630

Firm CRD# 171290

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Frequently Asked Questions

What services does Craig Dickson Moreshead offer?

Craig Dickson Moreshead is a registered financial advisor in LEXINGTON, Massachusetts. Contact their office for details on services offered.

What are Craig Dickson Moreshead's credentials?

Craig Dickson Moreshead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Dickson Moreshead located?

Craig Dickson Moreshead is based in LEXINGTON, Massachusetts, working with ALPHA PENSION GROUP, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Craig Dickson Moreshead charge for services?

Craig Dickson Moreshead'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 PENSION GROUP, INC.?

ALPHA PENSION GROUP, INC. has approximately 22 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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