David Alvarez (CRD# 7261361) is an Investment Advisor Representative working at Edward Jones in Grapevine, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco, TX | Jul 2021 - May 2023 | 1 |
| Cfbisd | Carrollton, TX | Jan 2021 - Mar 2022 | 1 |
| Texas A&m University | College Station, TX | Aug 2018 - May 2021 | 2 |
| Bank Of America | Plano, TX | Jun 2020 - Aug 2020 | < 1 |
| Riddle And Bloom | Boston, MA | Aug 2019 - Mar 2020 | < 1 |
| Ashco Exteriors | Carrollton, TX | Jun 2019 - Aug 2019 | < 1 |
| Rally House | Dallas, TX | Dec 2018 - Jan 2019 | < 1 |
| Farmers Branch Aquatic Center | Farmers Branch, TX | May 2018 - Aug 2018 | < 1 |
| St. Edwards University | Austin, TX | Aug 2017 - May 2018 | < 1 |
| Mercedes In Austin | Austin, TX | Mar 2018 - Apr 2018 | < 1 |
| Farmers Branch Aquatic Center | Farmers Branch, TX | May 2017 - Aug 2017 | < 1 |
| Unemployed | Carrollton, TX | May 2011 - May 2017 | 6 |
| Coyote Ridge Golf Course | Carrollton, TX | Aug 2016 - Nov 2016 | < 1 |
| Ymca | Coppell, TX | Jun 2015 - Aug 2015 | < 1 |
| Bahama Bucks | Carrollton, TX | May 2015 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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