Unclaimed Profile

George Everett Bond Reveley

ALPHA OMEGA WEALTH MANAGEMENT, LLC·RICHMOND, Virginia

SIE, Series 7, Series 9, Series 10, Series 24, Series 66, Series 86, Series 87CFPClean record19 years registeredALPHA OMEGA WEALTH MANAGEMENT, LLC

7202 GLEN FOREST DRIVE, RICHMOND, VA 23226CRD# 2772773Firm CRD# 149842

Profile Verification

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

Identity

George Everett Bond Reveley · RICHMOND, VA

Registration

CRD #2772773 · ALPHA OMEGA WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ALPHA OMEGA WEALTH MANAGEMENT, LLC

Apr 2018 – present

DAVENPORT & COMPANY LLC

Oct 2011 – Apr 2018

RICHMOND, VA

DAVENPORT & COMPANY LLC

Nov 2006 – Jan 2009

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Series 86

Series 87

Registration record

First registered · November 9, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA OMEGA WEALTH MANAGEMENT, LLC

CRD 149842 · SEC 801-70136

AUM

$995M

Regulatory assets under management

Employees

1,282 client accounts

Services offered by ALPHA OMEGA WEALTH MANAGEMENT, 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 OMEGA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does George Everett Bond Reveley offer?

George Everett Bond Reveley specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are George Everett Bond Reveley's credentials?

George Everett Bond Reveley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is George Everett Bond Reveley located?

George Everett Bond Reveley is based in RICHMOND, Virginia, working with ALPHA OMEGA WEALTH MANAGEMENT, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does George Everett Bond Reveley charge for services?

George Everett Bond Reveley'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 WEALTH MANAGEMENT, LLC?

ALPHA OMEGA WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $995M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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