Eliab Alonzo (CRD# 5098689) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mcallen, TX and has over 18 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Apr 2021 - Current | 3 |
Goldenbridge Wealth | Mcallen, TX | Apr 2021 - Current | 3 |
Aleph Enterprises, LLC | Mission, TX | Jun 2020 - Current | 3 |
Summit Financial Group | Mcallen, TX | Apr 2021 - May 2021 | < 1 |
Bbva Securities Inc. | Mission, TX | May 2013 - Apr 2021 | 7 |
Bbva Wealth Solutions Inc. | Mission, TX | Oct 2010 - Apr 2021 | 10 |
Compass Bank | Birmingham, AL | Aug 2010 - Apr 2021 | 10 |
Bbva Compass Insurance Agency, Inc. | Ausitn, TX | Aug 2010 - Apr 2021 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2006 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
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- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
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