Andrea Dockery (CRD# 2782705) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 27 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Expert Referral Connection, LLC | Lakeland, FL | Jan 2017 - Current | 7 |
| Andrea Dockery Realty Group, LLC | Lakeland, FL | Aug 2016 - Current | 7 |
| Andrea Spiessl Dockery, LLC | Lakeland, FL | Sep 2013 - Current | 10 |
| Bellamy Ventures, Llc, Dba Re/max Experts | Lakeland, FL | Oct 2012 - Current | 11 |
| Alpha Advisors, LLC | Lakeland, FL | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- FL
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Total Assets Under Management31MILLIONS
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Total Number of Accounts119ACCOUNTS
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Average Account Value$258,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL
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