Roberto Alvarez (CRD# 5196625) is an Investment Advisor Representative working at Finaccess Advisors, LLC in Miami, FL and has over 16 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 |
|---|---|---|---|
| Finaccess Advisors, LLC | Miami, FL | Jun 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- FL
-
Total Assets Under Management4,047MILLIONS
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$23,806,007
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL
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