William Carambelas
Investment adviser representative at Alpha Omega Financial
15 yearsExperience
4 statesRegistered in
CFP® certification, ChFC®Designations
$187MFirm 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
15 years in the industry.
- Alpha Omega Financial Advisory, Inc dba Alpha Omega FinancialMar 2024 to now
- Alpha Omega Financial, Inc.Mar 2011 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (DE, FL, MD, TX).
Alpha Omega Financial
Legal name: Alpha Omega Financial Advisory, Inc.
$187MAssets managed
87Clients
1Advisers
5 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
- 5644917
- Firm CRD
- 314289