Timothy Alvarado, financial advisor Lees Summit MO
93 score

Timothy Alvarado

CRD Number: 5528193
Current Firm: On Investment Management Co

Timothy Alvarado (CRD# 5528193) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
The On Equity Sales Company Cincinnati, OH Nov 2014 - Current 2
O.n. Investment Management Company Cincinnati, OH Nov 2014 - Current 2
Ohio National Financial Services Cincinnati, OH Nov 2014 - Current 2
Oneamerica Securities Lees Summit, MO Oct 2009 - Nov 2014 5
American United Life Lees Summit, MO Sep 2009 - Nov 2014 5
Mml Investors Services Inc. Leawood, KS Jun 2008 - Sep 2009 1
Mass Mutual Financial Group Leawood, KS May 2008 - Sep 2009 1
Mitch Crawford's Holiday Motors Raytown, MO Feb 2004 - Jul 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Timothy W. Alvarado
Phone Number: 855-262-0913
Registered State(s):
  • CO
  • KS
  • MO
  • FL
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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