David Alvarez (CRD# 4957825) is a Financial Planner working at PAX Financial Group in San Antonio, TX and has over 17 years of experience in the finance industry. In this role David works with individuals, families, charitable foundations and retirement plans. He provides a comprehensive approach to wealth management in the areas of investment advice, retirement planning, business succession, trusts, estates, and charitable giving. David Alvarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. David attended Northwestern University in Evanston, Illinois where he received a Bachelor of Arts in Economics and History.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
Company Name | Location | Dates | Years |
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Pax Financial Group | San Antonio, TX | Aug 2019 - Current | 4 |
Intercontinental Wealth Advisors | San Antonio, TX | Oct 2015 - Aug 2019 | 3 |
J. P. Morgan Securities Inc. | San Antonio, TX | Apr 2005 - Sep 2015 | 10 |
Jp Morgan Securities | San Antonio, TX | Oct 2012 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management600MILLIONS
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Total Number of Accounts4,098ACCOUNTS
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Average Account Value$146,428
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, FL, IL, LA, NC, OK, TX, VA
Investment Advisory Services are offered through PAX Financial Group.
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