Vincent Alvarez, financial advisor Los Angeles CA

Vincent Alvarez

CRD Number: 1928075
Current Firm: Voya Financial Advisors, Inc.

Vincent Alvarez (CRD# 1928075) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Los Angeles, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors, Inc. Los Angeles, CA Dec 2017 - Current 6
Valic Financial Advisors, Inc. Glendale, CA May 2011 - Dec 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Vincent J. Alvarez
Phone Number: 1-800-356-2906
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,685
    MILLIONS
  • Total Number of Accounts
    13,923
    ACCOUNTS
  • Average Account Value
    $192,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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