Ramona Henderson Pearson
Investment adviser representative at Advisory Alpha, LLC
38 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Advisory Alpha, LLCSep 2019 to now
- Healthy Wealthy Wise, LLCOct 2015 to now
- Business Office Consultants, LLCNov 2014 to now
- The Pearson Group, LLCJun 1999 to now
- Ramona H Pearson Cpa P.CMar 1988 to now
- Planners Alliance LLCOct 2018 to Sep 2020
- Hd Vest Insurance AgencyMar 2013 to Sep 2018
- H.D. Vest Advisory ServicesDec 2010 to Sep 2018
- H.D. Vest Investment ServicesApr 1999 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3216831
- Firm CRD
- 158282