Advisor at GreenLeaf Financial Network, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GreenLeaf Financial Network, LLC
Location
Fairfax, VA
Credentials
Series 63, Series 65
Industry experience
28 years
Michael Alba is a financial advisor at GreenLeaf Financial Network, LLC with 28 years of industry experience. He has held roles at GreenLeaf since 2016 and previously worked at Vsr Advisory Services and Vsr Financial Services Inc. Alba is also licensed as an insurance agent, a role he has maintained since 2008. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities by providing portfolio management, financial planning, and investment consulting through a network of independent advisors. The firm employs a range of investment strategies and maintains a higher advisor-to-assets-under-management ratio compared to many multi-team firms.
Based on GreenLeaf Financial Network, LLC
Based on GreenLeaf Financial Network, LLC
Financial planning fixed fees negotiated up to $5,000.
up to 2.20% annually
Some IARs are registered representatives and may receive commissions for securities or insurance products sold separately from advisory services.
Financial planning hourly fees negotiated up to $250 per hour.
Fee-only: Portfolio management fees are charged on a fee-only basis, negotiated case-by-case, up to a maximum of 2.20% annually.
Fairfax, VA
Maryland · Pennsylvania · Virginia
GreenLeaf Financial Network, LLC
2016 - Present (10 years)
Vsr Advisory Services
2007 - 2016 (9 years)
Vsr Financial Services Inc (14503)
2004 - 2016 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
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CFA®, Series 63
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CFP®, Series 63
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CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Series 65
Brambleton, VA
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