Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvis? Claim Your ProfileAlvis Hines is an investment advisor representative with Adero Partners, LLC. Alvis has been in the industry since 2007 and holds the Series 63, Series 65 and Series 7 licenses. Alvis has been an active volunteer for CASA for Children since 2000. Alvis is a respected public speaker and author. Alvis's first book, Fearless Retirement, was published in 2009.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions
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CA
07/02/2019 - Present
Adero Partners, LLC (WALNUT CREEK CA)
OR
07/24/2007 - 12/04/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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