HA
PFS
HA
PFS

Howard Alpern

21 Years of Experience
Atlanta, GA

Howard Alpern is a PFS-designated registered investment advisor at CPA Wealth Advisors, LLC, based in Atlanta, GA, with 21 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5565 Glenridge Connector, Suite 825, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Howard is an investor and manager in private real estate deals. He is also the President of Egoer Wealth, a website providing impersonal advice, dedicating about a quarter of his time to managing the website and analyzing markets.

Employment History
Current Registrations
CPA Wealth Advisors, LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Capital Investment Advisors, LLC
July 2011 - September 2013 · 2 yrs 2 mos
Wela Strategies, LLC
August 2008 - September 2013 · 5 yrs 1 mo
Capital Investment Advisors LLC
October 2004 - August 2011 · 6 yrs 10 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.