John AlvarezCRD Number: 7097317
Current Firm: Familywealth Asset Management
John Alvarez (CRD# 7097317) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Familywealth Asset Management||Dallas, TX||May 2019 - Current||3|
|Familywealth Advisers, LLC||Dallas, TX||Apr 2019 - Current||3|
|Us Daily Journal, LLC||Dallas, TX||Mar 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
Total Assets Under Management268MILLIONS
Total Number of Accounts733ACCOUNTS
Average Account Value$366,169
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, NE, NJ, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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