Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Alvarez is a financial advisor with First Command Advisory Services, a firm with over $10 billion in assets under management. Carl has been in the financial industry since 2014 and is registered to provide investment advice in Arizona and Texas. Carl is also the owner of Carl Alvarez Wealth Management, where he devotes over 40 hours a month to managing the business. Carl's focus is on providing financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
12/15/2015 - Present
First Command Advisory Services (Glendale AZ)
BOTH
Issued 01/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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