user avatar

Andrew Nunnally

Advisor at Alpha-Tech Investments, LLC

Updated today
Alpha-Tech Investments, LLC logo

Firm

Alpha-Tech Investments, LLC

Location

Houston, TX 77002

Credentials

Series 65

Industry experience

5 years

About

Andrew Nunnally is a financial advisor at Alpha-Tech Investments, LLC in Houston, TX, with five years of industry experience. He holds a Series 65 designation and has worked in roles at Arena Energy, Prescryptive Health, Marathon Oil, and DNC Technology. Outside of advising, he has worked as a sales analyst for Prescryptive Health, a digital health company focused on prescription intelligence platforms. Alpha-Tech Investments is a single-advisor independent firm providing discretionary asset management and portfolio supervision for individuals, corporations, and other entities. The firm employs a research-driven process combining fundamental analysis, technical methods, and modern portfolio theory, managing a diverse range of assets typically on a discretionary basis.

Client services

Based on Alpha-Tech Investments, LLC

Portfolio management

Expertise

Based on Alpha-Tech Investments, LLC

Options & derivatives strategies Passive / index investing Real estate investing

Fee options

Percentage

1.0% annually

Location

440 Louisiana St., Suite 900

Houston, TX 77002

Most active in

Louisiana · Texas

Work history

Arena Energy

2023 - Present (3 years)

Prescryptive Health

2021 - 2023 (2 years)

Alpha-Tech Investments, LLC

2020 - Present (6 years)

Marathon Oil

2014 - Present (12 years)

DNC Technology, LLC

2011 - 2020 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

William Z

Series 65

Houston, TX

Coastal Wealth Management, LP

Wealth management
user avatar

David B

ChFC®, Series 66

Houston, TX

Decision Tree Advisor

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Stephanie S

CFP®, Series 63

Houston, TX

SM Scherr Financial LLC

General retirement planning Business succession planning General estate planning guidance Charitable giving & philanthropy Income planning Founder/Business Owner
user avatar

Orie H

ChFC®, PFS™, Series 65

Houston, TX

Epiphany Wealth Management

Wealth management Passive / index investing

Cameron F

CFP®

Missouri City, TX

Folse Financial

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

General retirement planning Retirement income strategy Income planning Founder/Business Owner HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
user avatar

Shelley H

CFP®, Series 63

Houston, TX

Four Seasons Investment Management, Inc.

Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")