Andrew Alvine (CRD# 6739499) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Breckenridge, CO and has over 7 years of experience in the finance industry.
CRD# 1131891
Cetera Investment Advisers LLC
CRD# 2268949
Bell & Brown Wealth Advisors, LLC
CRD# 2917873
Dc Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Frisco, CO | Jan 2022 - Current | 2 |
| Edward Jones | St.louis, MO | Jan 2017 - Jan 2022 | 5 |
| Alvine Engineering | Des Moines, IA | Jul 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- CO
- IA
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- 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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