Heather Olinger Lawrence
Investment adviser representative at Alpha Financial Advisors, LLC
10 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
10 years in the industry.
- Alpha Financial Advisors, LLCMar 2023 to now
- Relience Wealth Advisors, LLCApr 2021 to now
- Stay At Home MotherApr 2018 to Mar 2021
- Truist Bank (premerger Bb&t)Jul 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5562627
- Firm CRD
- 122545