Alejandro NazarioCRD Number: 5926608
Current Firm: T.o.s. Advisors, LLC
Alejandro Nazario (CRD# 5926608) is an Investment Advisor Representative working at T.o.s. Advisors, LLC in Houston, TX and has over 4 years of experience in the finance industry. Alejandro Nazario has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|T.o.s. advisors, llc||Houston, TX||May 2017 - Current||< 1|
|Ubs financial services inc||Houston, TX||Sep 2015 - May 2017||1|
|Ubs Financial Services Inc.||Houston, TX||Jul 2013 - Sep 2015||2|
|Vanderbilt University||Nashville, TN||Aug 2009 - May 2013||3|
|Strake Jesuit College Preparatory||Houston, TX||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management210MILLIONS
Total Number of Accounts45ACCOUNTS
Average Account Value$4,657,289
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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