Joseph Alvarez, financial advisor Wells ME

Joseph Alvarez

CRD Number: 4862526
Current Firm: Commonwealth Financial Network

Joseph Alvarez (CRD# 4862526) is an Investment Advisor Representative working at Commonwealth Financial Network in Wells, ME and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Banyan Financial Services Wells, ME Mar 2016 - Current 8
Commonwealth Financial Network Waltham, MA Apr 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Joseph M. Alvarez
Phone Number: 781-736-0700
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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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