Michelle Alva, financial advisor Houston TX
93 score

Michelle Alva

CRD Number: 5538230
Current Firm: Ims Financial Advisors, Inc.

Michelle Alva (CRD# 5538230) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Houston, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ims Securities, Inc. Houston, TX Aug 2011 - Current 5
Ims Financial Advisors, Inc. Houston, TX Aug 2011 - Current 5
Creative Financial Staffing Services Houston, TX Oct 2010 - Aug 2011 < 1
Edward Jones Houston, TX Aug 2010 - Sep 2010 < 1
Edward Jones St. Louis, MO Feb 2010 - Aug 2010 < 1
Edward Jones Houston, TX Oct 2009 - Feb 2010 < 1
Edward Jones St. Louis, MO Jun 2009 - Oct 2009 < 1
Capital One Bank Humble, TX Oct 2008 - Apr 2009 < 1
Edward Jones Investments St. Louis, MO Jun 2008 - Aug 2008 < 1
Capital One Bank Humble, TX May 2007 - May 2008 1
American-multi Cinema Humble, TX Dec 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Michelle R. Alva
Phone Number: 713-266-2993
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $157,316
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MD, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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