Invested Better
Unclaimed

Unclaimed

Unclaimed

Alex L Tavares

Howland AND Associates, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alex? Claim Your Profile

About Alex L Tavares

Alex Tavares is an Investment Advisor Representative registered with Howland And Associates, LLC in Florida. Alex is a licensed Investment Advisor Representative with a Series 65 license and a SIE exam. Alex has been working in the financial services industry since 2023. Alex is currently working as an Investment Advisor Representative at Howland And Associates, LLC. The firm offers investment advisory services for individuals, and has approximately 87,021,078 in regulatory assets under management. The firm has offices in St. Petersburg, Florida.

Firm Information

Alex Tavares is currently registered with Howland AND Associates, LLC. Howland AND Associates, LLC is an investment advisor that provides portfolio management for individuals, corporations, and other businesses. The firm has 123 accounts with $87,021,078 in regulatory assets under management. They specialize in serving high-net-worth individuals with 77 clients and $80,453,220 in assets under management.

$87.02M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alex Tavares’s Registration & Firm History

FL

08/07/2024 - Present

Howland AND Associates, LLC (ST PETERSBURG FL)

Not sure if Alex L Tavares is right for you?

Licenses & Designations

IA

Issued 06/07/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex L Tavares.
Not sure if Alex L Tavares is right for you?