Ivan Alvarez (CRD# 7846958) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Dallas, TX and has 1 year of experience in the finance industry.
CRD# 4422503
Edward Jones
CRD# 2402555
Momentum Independent Network Inc.
CRD# 2936618
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Lake Dallas, TX | Jan 2024 - Current | < 1 |
| Fringe Benefit & Payroll Administrators LLC | Lake Dallas, TX | Nov 2021 - Current | 2 |
| Texas Special Response Security LLC | Benbrook, TX | Jan 2021 - Current | 3 |
| Subtracct LLC | Dallas, TX | Mar 2017 - Current | 7 |
| Ia-cpa LLC | Lake Dallas, TX | Sep 2015 - Current | 8 |
| Ar15 Gun Shop LLC | Lake Dallas, TX | Sep 2015 - Current | 8 |
| Just Bookkeeping LLC | Lake Dallas, TX | Oct 2012 - Current | 11 |
| Ivan Alvarez LLC | Lake Dallas, TX | Aug 2010 - Current | 13 |
| Dallas County Community College | Dallas, TX | Jun 2015 - Dec 2015 | < 1 |
| Texas Women's University | Denton, TX | Jan 2012 - May 2015 | 3 |
| Texas Army National Guard | Waco, TX | Mar 2007 - May 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
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