Alvin Parra, financial advisor Westlake Village CA

Alvin Parra

CRD Number: 5449273
Current Firm: C. E. Skowrup & Company

Alvin Parra (CRD# 5449273) is an Investment Advisor Representative working at C. E. Skowrup & Company in Westlake Village, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
C. E. Skowrup & Company Westlake Village, CA Nov 2021 - Current 2
Strategic Choices Wealth Advisors Inc. South Pasadena, CA Jan 2018 - Current 6
Strategic Choices Financial & Insurance Solutions South Pasadena, CA Jul 2001 - Current 22
Acrylic Financial, Inc. South Pasadena, CA Feb 2019 - Mar 2020 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Sep 2017
Disclosure Information

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
Contact Info for Alvin D. Parra
Phone Number: 818-865-3680
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $2,445,392
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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