Unclaimed Profile

Joseph S Yoon

ALPHA OMEGA GROUP, INC.·GREAT FALLS, Virginia

SIE, Series 3, Series 7, Series 24, Series 53, Series 65, Series 66CFPClean record13 years registeredALPHA OMEGA GROUP, INC.

10130-E COLVIN RUN ROAD, GREAT FALLS, VA 22066CRD# 4259204Firm CRD# 159026

Profile Verification

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

Identity

Joseph S Yoon · GREAT FALLS, VA

Registration

CRD #4259204 · ALPHA OMEGA GROUP, INC. · 13 years registered

Brand Profile

Not yet started

Career History

QM ADVISORS LLC

May 2024 – present

ONEDIGITAL INVESTMENT ADVISORS

Aug 2023 – Mar 2024

Reston, VA

TIMESCALE FINANCIAL, INC.

Jan 2021 – Jul 2023

Reston, VA

AOG WEALTH MANAGEMENT

Mar 2019 – Jan 2021

GREAT FALLS, VA

CHARLES SCHWAB & CO., INC.

Jun 2016 – Jan 2019

TYSONS CORNER, VA

CMG CAPITAL MANAGEMENT GROUP, INC.

Nov 2012 – Oct 2013

MALVERN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 53

Series 65

Series 66

Registration record

First registered · November 19, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA OMEGA GROUP, INC.

CRD 159026 · SEC 801-77736

AUM

$341M

Regulatory assets under management

Employees

1,056 client accounts

Services offered by ALPHA OMEGA GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at ALPHA OMEGA GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph S Yoon offer?

Joseph S Yoon specializes in Financial Planning, Investment Management. Contact their office in GREAT FALLS, Virginia for a consultation.

What are Joseph S Yoon's credentials?

Joseph S Yoon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph S Yoon located?

Joseph S Yoon is based in GREAT FALLS, Virginia, working with ALPHA OMEGA GROUP, INC.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.

How does Joseph S Yoon charge for services?

Joseph S Yoon'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 OMEGA GROUP, INC.?

ALPHA OMEGA GROUP, INC. has approximately 12 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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