Edward Owen Coambs
Investment adviser representative at Alpha Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$619.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Alpha Financial Advisors, LLCMay 2026 to now
- Healthy Love and Money, LLCNov 2022 to May 2026
- Carolinas Couples CounselingOct 2014 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Alpha Financial Advisors, LLC
$619.3MAssets managed
259Clients
8Advisers
12 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
- 5198435
- Firm CRD
- 122545