Carlos
Contreras Alvarez
State Farm Investment Management Corp
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About this Advisor
Carlos Contreras Alvarez is a financial advisor based in Richardson, Texas, working with State Farm Investment Management Corp. Carlos has previously held positions at organizations including Pure Movement Dance Company, Dance Company Of Wylie, The Boiling Stop, 7Th Harvest Investments, Fidelity Brokerage Services LLC, Dallas Ballet Center, Disys, Wells Fargo Clearing Services, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, The University Of Texas At Dallas, Dana'S Studio Of Dance, Inc, Texas Homebuyers LLC, State Farm Insurance, State Farm Vp Management Corp, and State Farm Investment Management Corp. Carlos has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Carlos is part of State Farm Investment Management Corp, which operates out of Richardson, Texas. The firm has 17 offices and 150 employees. State Farm Investment Management Corp manages assets totaling $11.3 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at State Farm Investment Management Corp is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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State Farm Investment Management Corp Brokerage Details
$11,294,815,444
150
38
$297,231,985
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Carlos Contreras Alvarez Work History
State Farm Vp Management Corp
State Farm Investment Management Corp
State Farm Insurance
State Farm Insurance
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Texas Homebuyers LLC
Wells Fargo Clearing Services
Disys
Wells Fargo Clearing Services
Dana'S Studio Of Dance, Inc
Fidelity Brokerage Services LLC
Dallas Ballet Center
The Boiling Stop
7Th Harvest Investments
The University Of Texas At Dallas
Dance Company Of Wylie
Dallas Ballet Center
Pure Movement Dance Company
Disclosures
Please visit the SEC profile of Carlos Contreras Alvarez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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