Rolando Alviso (CRD# 6714074) is an Investment Advisor Representative working at Lpl Financial LLC in The Colony, TX and has over 7 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | The Colony, TX | May 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flower Mound, TX | May 2021 - May 2024 | 3 |
| Bank Of America, N.a. | Flower Mound, TX | May 2021 - May 2024 | 3 |
| Bbva Wealth Solutions Inc. | Denton, TX | Oct 2017 - May 2021 | 3 |
| Bbva Securities Inc. | Denton, TX | Oct 2017 - May 2021 | 3 |
| Compass Bank | Birmingham, AL | Oct 2017 - May 2021 | 3 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Oct 2017 - May 2021 | 3 |
| Edward Jones | St Louis, MO | Oct 2016 - Aug 2017 | < 1 |
| Comerica Bank | Plano, TX | Jun 2007 - Jul 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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