Michael Alvini, financial advisor Wilmington DE

Michael Alvini

CRD Number: 5096385
Current Firm: Lpl Financial LLC

Michael Alvini (CRD# 5096385) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, DE and has over 18 years of experience in the finance industry. Michael Alvini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Wilmington, DE Nov 2020 - Current 3
Alvini & Associates, P.a. Wilmington, DE Jan 2007 - Current 17
Alvini & Associat, Pa Newark, DE Jan 2006 - Current 18
Avantax Insurance Agency, LLC Newark, DE Jul 2019 - Nov 2020 1
Avantax Advisory Services Newark, DE Apr 2006 - Nov 2020 14
Avantax Investment Services, Inc. Newark, DE Jan 2006 - Nov 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
Contact Info for Michael J. Alvini
Phone Number: 704-733-3300
Registered State(s):
  • DE
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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, WY

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