Alfonso Avila, financial advisor Crown Point IN

Alfonso Avila

CRD Number: 2826951
Current Firm: Cetera Investment Advisers LLC

Alfonso Avila (CRD# 2826951) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Crown Point, IN and has over 27 years of experience in the finance industry.

Similar Advisors
Maria Abney, financial advisor Crown Point IN
Maria A. Abney
CRD# 4320235
Edward Jones
Similar Advisors
Casey Adams, financial advisor Crown Point IN
Casey F. Adams
CRD# 6691750
Ameriprise Financial Services, LLC
Similar Advisors
Aaron Adcock, financial advisor Crown Point IN
Aaron Adcock
CRD# 4849315
Captrust
Company Name Location Dates Years
Cetera Investment Advisers LLC Crown Point, IN Jan 2014 - Current 10
Cetera Investment Services St. Cloud, MN Oct 2004 - Current 19
Centier Bank Crown Point, IN Sep 2002 - Current 21
U.s. Naval Reserve Gary, IN May 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Alfonso Avila
Phone Number: 888-528-2987
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Alfonso Avila and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.