Leon Alvarez, financial advisor Miami FL

Leon Alvarez

CRD Number: 5899310
Current Firm: Vectorglobal Iag, Inc.

Leon Alvarez (CRD# 5899310) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Vectorglobal Wmg Miami, FL Sep 2021 - Current 2
Wells Fargo Clearing Services, LLC Miami, FL Jun 2017 - Sep 2021 4
Mercantil Commercebank N.a. Cora Gables, FL Aug 2007 - Jun 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Leon R. Alvarez
Phone Number: 305-350-3350
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,381
    MILLIONS
  • Total Number of Accounts
    1,650
    ACCOUNTS
  • Average Account Value
    $837,114
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, TX

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