Ivan
Alvarez
Avantax Advisory Services
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About this Advisor
Ivan Alvarez is a financial advisor based in Lake Dallas, Texas, working with Avantax Advisory Services. Ivan has previously held positions at Ia-Cpa LLC, Ivan Alvarez LLC, Avantax Advisory Services, Texas Women's University, Just Bookkeeping LLC, Subtracct LLC, Texas Special Response Security LLC, Ar15 Gun Shop LLC, Dallas County Community College, Texas Army National Guard, and Fringe Benefit & Payroll Administrators LLC. Ivan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Ivan is part of Avantax Advisory Services, which operates out of Lake Dallas, Texas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ivan Alvarez Work History
Avantax Advisory Services
Texas Special Response Security LLC
Fringe Benefit & Payroll Administrators LLC
Subtracct LLC
Ia-Cpa LLC
Ar15 Gun Shop LLC
Just Bookkeeping LLC
Ivan Alvarez LLC
Dallas County Community College
Texas Women'S University
Texas Army National Guard
Disclosures
Please visit the SEC profile of Ivan 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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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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