Karin AlvaradoCRD Number: 3174177
Current Firm: Woodbury Financial Services, Inc.
Karin Alvarado (CRD# 3174177) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Napa, CA and has over 16 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Buttonwood Financial Inc.
|Woodbury Financial Services||Oakland, CA||Apr 2010 - Current||7|
|Axa Advisors||San Francisco, CA||Jun 2008 - Apr 2010||1|
|Iliac||Pleasanton, CA||Oct 2001 - Jun 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2001|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV