Unclaimed Profile

Michael Christopher Wingfield

ALLIANCE WEALTH STRATEGIES, LLC·ROANOKE, Virginia

Series 65Clean record11 years registeredALLIANCE 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 · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLIANCE WEALTH STRATEGIES, LLC

ALLIANCE WEALTH STRATEGIES, LLC

Jan 2015 – Nov 2021

ROANOKE, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 8, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIANCE WEALTH STRATEGIES, LLC

CRD 173559 · SEC 801-117391

AUM

$272M

Regulatory assets under management

Employees

522 client accounts

Services offered by ALLIANCE WEALTH STRATEGIES, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALLIANCE WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Christopher Wingfield offer?

Michael Christopher Wingfield specializes in Investment Management, Fee-Only Advisory.

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, last registered with ALLIANCE WEALTH STRATEGIES, LLC.

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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