Craig Forbes

from Alpha Omega Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Craig Forbes is a financial advisor based in Virginia, Richmond, with 30 years of experience. Craig currently works for Alpha Omega Wealth Management, LLC. Craig maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Craig Forbes works at Alpha Omega Wealth Management, LLC
Alpha Omega Wealth Management, LLC is a financial advisory firm based in Richmond, Virginia. It currently has approximately $813,155,631 of assets under management and employs about 11 people. Alpha Omega Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7202 Glen Forest Drive, Suite 300, Richmond, Virginia, 23226

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