Carlos Alvarez, financial advisor Shenandoah TX

Carlos Alvarez

CRD Number: 2508410
Current Firm: Abendstern Wealth Management, Inc.

Carlos Alvarez (CRD# 2508410) is an Investment Advisor Representative working at Abendstern Wealth Management, Inc. in Shenandoah, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Abendstern Wealth Management, Inc. The Woodlands, TX Dec 2014 - Current 9
Merlina Services Houston, TX Nov 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Carlos A. Alvarez
Phone Number: 713-429-5375
Firm Website: http://abendsternwm.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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