Andres Alvarez (CRD# 6089290) is an Investment Advisor Representative working at Lpl Financial LLC in Melbourne, FL and has over 7 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Melbourne, FL | Jan 2016 - Current | 8 |
| Space Coast Credit Union | West Melbourne, FL | Jan 2016 - Jul 2018 | 2 |
| Wells Fargo Advisors LLC | Cape Canaveral, FL | Jun 2012 - Nov 2015 | 3 |
| Wells Fargo Bank Na | Cape Canaveral, FL | Nov 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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