Alex Avila (CRD# 6555479) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Schwab Private Client Investment Advisory | Lone Tree, CO | Jul 2021 - Current | 2 |
Charles Schwab & Co | Lone Tree, CO | Jul 2021 - Current | 2 |
Charles Schwab Bank | Lone Tree, CO | Jul 2021 - Current | 2 |
Fidelity Investments | Greenwood Village, CO | Nov 2020 - Jul 2021 | < 1 |
Principal Life Insurance Company | Denver, CO | Jul 2020 - Nov 2020 | < 1 |
Principal Securities Inc. | Denver, CO | Jul 2020 - Nov 2020 | < 1 |
Unemployed | Denver, CO | Feb 2020 - Jul 2020 | < 1 |
E*trade Securities LLC | Denver, CO | Apr 2019 - Jan 2020 | < 1 |
E*trade Capital Management LLC | Denver, CO | Apr 2019 - Jan 2020 | < 1 |
Charles Schwab Bank | Houston, TX | May 2018 - Apr 2019 | < 1 |
Charles Schwab & Co | Lone Tree, CO | Jun 2016 - Apr 2019 | 2 |
Metropolitan State University Of Denver | Littleton, CO | Aug 2010 - Jun 2016 | 5 |
Northwestern Mutual | Lone Tree, CO | Sep 2015 - Mar 2016 | < 1 |
Jp Morgan Chase & Co | Denver, CO | Apr 2014 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
S63 | Uniform Securities State Law Examination | Dec 2016 |
- CO
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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