Harold Alvarado, financial advisor Tampa FL
93 score

Harold Alvarado

CRD Number: 3147561
Current Firm: E*trade Capital Management, LLC

Harold Alvarado (CRD# 3147561) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Tampa, FL and has over 17 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Tampa FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Tampa FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Tampa FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
E*trade Securities LLC Tampa, FL Jun 2015 - Current 1
E*trade Capital Management LLC Tampa, FL Jun 2015 - Current 1
Wells Fargo Advisors, LLC Tampa, FL Oct 2013 - Jun 2015 1
Bank Of America, N.a. Sun City Center, FL Dec 2011 - Oct 2013 1
Merrill Lynch Sun City Center, FL Oct 2011 - Dec 2011 < 1
Usaa Financial Advisors, Inc. Tampa, FL Oct 2010 - Oct 2011 1
Usaa Financial Planning Services Tampa, FL Oct 2010 - Oct 2011 1
Usaa Tampa, FL Oct 2010 - Oct 2011 1
Metlife Tampa, FL Jun 2008 - Oct 2011 3
Metlife Securities Inc. Tampa, FL May 2008 - Oct 2010 2
Ing Financial Partners Tampa, FL May 2007 - Jun 2008 1
Ing Financial Partners Boca Raton, FL May 2007 - May 2008 1
Self Employed Wesley Chapel, FL Dec 2003 - May 2008 4
Real Estate Exchange Partners Tampa, FL Dec 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Harold R. Alvarado
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
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)
  • 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

Ready to hire a financial advisor? Get competitive proposals from Harold Alvarado and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.