Mikel Alvarez, financial advisor Stuart FL
90 score

Mikel Alvarez

CRD Number: 6154987
Current Firm: Invest Financial Corporation

Mikel Alvarez (CRD# 6154987) is an Investment Advisor Representative working at Invest Financial Corporation in Stuart, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Stuart, FL Feb 2015 - Current 1
Pnc Bank Pittsburgh, PA Sep 2013 - Feb 2015 1
Pnc Investments Pittsburgh, PA Sep 2013 - Feb 2015 1
Wells Fargo Advisors, LLC Jupiter, FL Jan 2013 - Sep 2013 < 1
Wells Fargo Bank Na Jupiter, FL Nov 2012 - Sep 2013 < 1
Wellington Wine Cellars West Palm Beach, FL May 2011 - Nov 2012 1
Florida Gulf Coast University Fort Myers, FL Aug 2007 - May 2011 3
Palm Beach Central High School Wellington, FL Aug 2002 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Mikel P. Alvarez
Phone Number: (813) 880-5300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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