Alberto
Valdes
Alterna Wealth Management, Inc
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About this Advisor
Alberto Valdes is a financial advisor who works out of Houston, Texas, who has 2 years of industry experience. Valdes works at Alterna Wealth Management, Inc. The advisor has gained experience at Bbva Compass Investment Solutions, Inc, Bbva Wealth Solutions Inc, Bbva Securities Inc, Bbva Compass Insurance Agency Inc, Valgue Real Estate LLC and Actinver Securities, Inc. Valdes holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Alterna Wealth Management, Inc is a financial advisory business that has its headquarters in Houston, TX. The investment advisory business has a total of 36 people on staff. It manages $666 million in assets between its 791 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 791 customer accounts, 20% are associated with high-net-worth clients who have at least $1 million in investable assets. Alterna Wealth Management, Inc provides a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial advisory services largely depend on which service is provided. Fee types billed by Alterna Wealth Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alterna Wealth Management, Inc Brokerage Details
$666,200,115
36
791
$842,225
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Alberto Valdes Work History
Alberto has been registered as a financial advisor for 2 years.*
Actinver Securities, Inc
Valgue Real Estate LLC
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency Inc
Bbva Compass Investment Solutions, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alberto Valdes 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 Alterna Wealth Management, Inc
San Antonio, TX
Houston, TX
San Antonio, TX
San Antonio, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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