Alexis VillarrealCRD Number: 6092102
Current Firm: Edward Jones
Alexis Villarreal (CRD# 6092102) is an Investment Advisor Representative working at Edward Jones in Mcallen, TX and has over 4 years of experience in the finance industry.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
Lpl Financial LLC
|Edward Jones||St Louis, MO||Jul 2012 - Current||5|
|World Financial Group||Edinburg, TX||Dec 2011 - Jul 2012||< 1|
|Edinburg Cisd||Edinburg, TX||Aug 2008 - Jul 2012||3|
|University Of Texas At Pan American||Edinburg, TX||Jun 2007 - Jul 2008||1|
|Mcallen Isd||Mcallen, TX||Sep 2006 - May 2007||< 1|
|Inter-national Bank||Mcallen, TX||Feb 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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