Gordon W Russ
Investment adviser representative at Alpha Financial Management, Inc.
10 yearsExperience
1 stateRegistered in
$109.4MFirm assets
Under 1 yearFirm 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
Experience
10 years in the industry.
- Alpha Financial Management, Inc.Aug 2025 to now
- Colonial Group incMay 2025 to Aug 2025
- Georgia Southern UniversityJun 2024 to May 2025
- GulfstreamJun 2022 to Jun 2024
- UnemployedAug 2021 to Jun 2022
- Palziv NAMay 2021 to Aug 2021
- U.S. ArmyFeb 2016 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Alpha Financial Management, Inc.
$109.4MAssets managed
115Clients
4Advisers
Under 1 yearIn 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
- 8304039
- Firm CRD
- 125800