Juan Davila AlvarezCRD Number: 7416302
Current Firm: Wells Fargo Clearing Services, LLC
Juan Davila Alvarez (CRD# 7416302) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Marysville, WA and has 1 year of experience in the finance industry.
Wyatt Wealth Management
Bormann Wealth Management, LLC
Sitka Pacific Capital Management, LLC
|Wells Fargo Clearing Services, LLC||Marysville, WA||Jul 2021 - Current||< 1|
|Wells Fargo Bank, Na||Marysville, WA||Mar 2015 - Current||7|
|At&t Wireless||Mount Vernon, WA||Feb 2013 - Feb 2015||2|
|Archtelecom||Burlington, WA||Jan 2010 - Jan 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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