Timothy Alvarado (CRD# 5528193) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 15 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The On Equity Sales Company | Cincinnati, OH | Nov 2014 - Current | 9 |
| O.n. Investment Management Company | Cincinnati, OH | Nov 2014 - Current | 9 |
| Ohio National Financial Services | Cincinnati, OH | Nov 2014 - Current | 9 |
| Oneamerica Securities | Lees Summit, MO | Oct 2009 - Nov 2014 | 5 |
| American United Life | Lees Summit, MO | Sep 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- AL
- AZ
- AR
- CA
- CO
- FL
- GA
- IL
- IA
- KS
- LA
- MO
- MT
- NC
- OH
- OK
- TX
- VA
- WA
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
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