Jose Alanis (CRD# 5019215) is an Investment Advisor Representative working at Lpl Financial LLC in El Paso, TX and has over 18 years of experience in the finance industry.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3268054
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | El Paso, TX | Jul 2021 - Current | 2 |
| Rental Property | El Paso, TX | Aug 2019 - Current | 4 |
| Alanis & Associates, LLC | El Paso, TX | Jun 2014 - Current | 9 |
| Various Insurance Carriers For W & R Insurance Agencies | El Paso, TX | Dec 2005 - Current | 18 |
| Waddell & Reed, Inc. | El Paso, TX | Aug 2005 - Current | 18 |
| Stanton Franklin, LLC | El Paso, TX | Jun 2014 - Jun 2014 | < 1 |
| Fabens Masonic Lodge | El Paso, TX | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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