Sidney Alvey, financial advisor Bountiful UT

Sidney Alvey

Your Financial Resource, Inc

CRD Number: 2158182
Current Firm: Cetera Investment Advisers LLC
Compensation Model: Both
Sidney Alvey (CRD# 2158182) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Bountiful, UT and has over 27 years of experience in the finance industry.
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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Your Financial Resource, Inc. Centerville, UT Jan 2003 - Current 21
Alvey Family Enterprises,ltd. Centerville, UT May 1991 - Current 32
Lexington Financial Brokerage & Insuranc Centerville, UT May 1991 - Current 32
Self Employed Salt Lake City, UT Sep 1986 - Current 37
Voya Financial Advisors Des Moines, IA Sep 2014 - Jun 2021 6
Ing Financial Partners, Inc. Des Moines, IA Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Sidney R. Alvey
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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Data verified by both the advisor and the public regulatory data.

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