Igor Avelar (CRD# 7262373) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Orleans, MA and has over 3 years of experience in the finance industry.
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
CRD# 1423668
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Private Client Wealth LLC | Cherry Hill, NJ | Jun 2020 - Current | 3 |
| Td Bank N.a. | Orleans, MA | Jun 2020 - Current | 3 |
| Td Bank, N.a | Hyannis, MA | Aug 2016 - Jun 2020 | 3 |
| Unemployed | N/a, MA | Jun 2016 - Aug 2016 | < 1 |
| Bryant University | Smithfield, RI | Sep 2014 - Jun 2016 | 1 |
| Cape Cod Community College | Centerville, MA | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- FL
- MA
- NJ
- RI
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY
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