Eduardo
Alfaro
Sofi Wealth LLC
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About this Advisor
Eduardo Alfaro is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Eduardo has previously held positions at Discover Financial, Fidelity Brokerage Services LLC, Salt Lake Community College, Fidelity Personal And Workplace Advisors, Keller Williams, Lpl Financial LLC, Zions Bank, Sofi Securities, LLC, and Sofi Wealth, LLC. Eduardo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Eduardo is part of Sofi Wealth LLC, which operates out of San Francisco, California. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Eduardo Alfaro Work History
Sofi Securities, LLC
Sofi Wealth, LLC
Lpl Financial LLC
Zions Bank
Fidelity Personal And Workplace Advisors
Keller Williams
Fidelity Brokerage Services LLC
Discover Financial
Salt Lake Community College
Disclosures
Please visit the SEC profile of Eduardo Alfaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sofi Wealth LLC
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
San Francisco, CA
Jacksonville, FL
Salt Lake City, UT
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