Charles Alvare, financial advisor Beverly Hills CA

Charles Alvare

CRD Number: 5026321
Current Firm: Edward Jones

Charles Alvare (CRD# 5026321) is an Investment Advisor Representative working at Edward Jones in Beverly Hills, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Jan 2019 - Current 5
Fortress Wealth Management Culver City, CA Jul 2017 - Jan 2019 1
Alvare Advisory Los Angeles, CA Mar 2017 - Jul 2017 < 1
Ep Wealth Advisors Torrance, CA Jun 2014 - Mar 2017 2
Ubs Financial Services Inc. Century City, CA Jan 2008 - May 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles D. Alvare
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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