Leon Alvarez (CRD# 5899310) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 11 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Vectorglobal Wmg | Miami, FL | Sep 2021 - Current | 3 |
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 |
- FL
-
Total Assets Under Management1,381MILLIONS
-
Total Number of Accounts1,650ACCOUNTS
-
Average Account Value$837,114
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, FL, IL, TX
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