Romeo Alvarez, financial advisor Los Angeles CA

Romeo Alvarez

CRD Number: 6141896
Current Firm: William O'neil + Company

Romeo Alvarez (CRD# 6141896) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
William O'neil + Company (iard 309779) Los Angeles, CA Jun 2020 - Current < 1
William O'neil + Company (iard 1526200) Los Angeles, CA Feb 2010 - Jun 2020 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Romeo Alvarez
Phone Number: 310-448-6800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, NY

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