Gregory M Turcotte
Investment adviser representative at Alpha Financial Partners LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$459.9MFirm 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 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
Experience
11 years in the industry.
- Alpha Financial Partners LLCJan 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Jan 2020 to now
- UBS Financial Services Inc.Sep 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (KY).
Alpha Financial Partners LLC
$459.9MAssets managed
402Clients
6Advisers
6 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
- 5562095
- Firm CRD
- 306639