Harold AlvaradoCRD 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 18 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|E*trade Securities LLC||Tampa, FL||Jun 2015 - Current||2|
|E*trade Capital Management LLC||Tampa, FL||Jun 2015 - Current||2|
|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|
Total Assets Under Management3,199MILLIONS
Total Number of Accounts19,200ACCOUNTS
Average Account Value$166,610
- A percentage of assets under your management
- 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
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
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.