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Michael Christopher Wingfield

ALLIANCE WEALTH STRATEGIES, LLC·ROANOKE, Virginia
Clean recordALLIANCE WEALTH STRATEGIES, LLC
319 MCCLANAHAN ST. SW, ROANOKE, VA 24014-7705CRD# 6410430Firm CRD# 173559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Christopher Wingfield · ROANOKE, VA
Registration
CRD #6410430 · ALLIANCE WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Christopher Wingfield is a registered financial advisor based in ROANOKE, Virginia, affiliated with ALLIANCE WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ALLIANCE WEALTH STRATEGIES, LLC
BROWN EDWARDS WEALTH STRATEGIES
AUM
$272M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALLIANCE WEALTH STRATEGIES, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6410430
Firm CRD# 173559
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Christopher Wingfield offer?
Michael Christopher Wingfield specializes in Investment Management, Fee-Only Advisory. Contact their office in ROANOKE, Virginia for a consultation.
What are Michael Christopher Wingfield's credentials?
Michael Christopher Wingfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Christopher Wingfield located?
Michael Christopher Wingfield is based in ROANOKE, Virginia, working with ALLIANCE WEALTH STRATEGIES, LLC. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.
How does Michael Christopher Wingfield charge for services?
Michael Christopher Wingfield's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANCE WEALTH STRATEGIES, LLC?
ALLIANCE WEALTH STRATEGIES, LLC has approximately 7 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLIANCE WEALTH STRATEGIES, LLC

Kelli Jane Vance
LYNCHBURG, VA
Antony Douglas Roop
LYNCHBURG, VA
Ryan Allen Mcentire
LYNCHBURG, VA

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