Michael Alvarez, financial advisor San Diego CA

Michael Alvarez

CRD Number: 5183288
Current Firm: U.s. Bancorp Advisors, LLC

Michael Alvarez (CRD# 5183288) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Diego, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investments Services San Diego, CA Feb 2010 - Current 14
Mufg Union Bank San Diego, CA Aug 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Sep 2012
Disclosure Information

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
Contact Info for Michael C. Alvarez
Phone Number: 800-634-1100
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,473
    MILLIONS
  • Total Number of Accounts
    4,542
    ACCOUNTS
  • Average Account Value
    $324,365
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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