Alan Acevedo, financial advisor Austin TX

Alan Acevedo

CRD Number: 6986251
Current Firm: Charles Schwab & Company, Inc.

Alan Acevedo (CRD# 6986251) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has 1 year of experience in the finance industry.

Similar Advisors
Richard Archer, financial advisor Austin TX
Richard J. Archer
CRD# 2639749
Archer Investment Management
Similar Advisors
Christopher Creed, financial advisor Austin TX
Christopher D. Creed
CRD# 2504698
Venturi Wealth Management, LLC
Company Name Location Dates Years
Charles Schwab & Company, Inc. Austin, TX Jul 2018 - Current 1
N/a Austin, TX Feb 2017 - Jul 2018 1
Pinthouse Pizza Lamar LLC Austin, TX Jul 2016 - Feb 2017 < 1
N/a Buda, TX May 2015 - Jul 2016 1
Whataburger Buda, TX Nov 2014 - May 2015 < 1
N/a Buda, TX Mar 2014 - Nov 2014 < 1
United States Marine Corps Camp Pendleton, CA Mar 2010 - Mar 2014 4
N/a New Braunfels, TX Aug 2008 - Mar 2010 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Alan P. Acevedo
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.