Edmundo Alvarado (CRD# 6467279) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 7 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | West Covina, CA | Sep 2022 - Current | 1 |
Trilogy Financial Services | West Covina, CA | Mar 2015 - Current | 9 |
Trilogy Capital Inc. | Huntington Beach, CA | Mar 2015 - Current | 9 |
Lpl Financial LLC | West Covina, CA | Nov 2017 - Jul 2018 | < 1 |
National Planning Corporation | West Covina, CA | Jan 2016 - Dec 2017 | 1 |
Unemployed | West Covina, CA | Jul 2014 - Mar 2015 | < 1 |
Han Rigid, Usa LLC | San Dimas, CA | Dec 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
S63 | Uniform Securities State Law Examination | Jan 2023 |
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- CA
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Total Assets Under Management1,887MILLIONS
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Total Number of Accounts18,469ACCOUNTS
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Average Account Value$102,168
- A percentage of assets under your management
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