OSJ managing $230 million switches to Kestra from Cambridge

OSJ managing $230 million switches to Kestra from Cambridge
Alpha Wealth Advisors of Glen Allen, Va., will use Kestra's B-D and RIA
AUG 06, 2019
Alpha Wealth Advisors, a hybrid adviser and office of supervisory jurisdiction managing $230 million in Glen Allen, Va., has switched its broker-dealer and registered investment adviser affiliation to Kestra Financial from Cambridge Investment Group. (More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.) The firm is led by Troy Flinn and Mary Margaret Kastelberg. Mr. Flinn began his career in 1991 at LPL and was at four other firms before affiliating with Cambridge in 2011. Ms. Kastelberg had been with Cambridge since 2014. ​

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