Alfonso Avila, financial advisor Crown Point IN

Alfonso Avila

CRD Number: 2826951
Current Firm: Cetera Investment Advisers LLC

Alfonso Avila (CRD# 2826951) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Crown Point, IN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Crown Point, IN Jan 2014 - Current 6
Cetera Investment Services St. Cloud, MN Oct 2004 - Current 15
Centier Bank Crown Point, IN Sep 2002 - Current 17
U.s. Naval Reserve Gary, IN May 1993 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Alfonso Avila
Phone Number: 888-528-2987
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    15,868
    MILLIONS
  • Total Number of Accounts
    78,591
    ACCOUNTS
  • Average Account Value
    $201,910
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

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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