Anthony E. Alvarez
Professional summary
Anthony Edward Alvarez, who also goes by Anthony Alvarez, Tony Edward Alvarez, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in West Palm Beach, Florida and BANKERS LIFE SECURITIES, INC. located in West Palm Beach, Florida.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Anthony has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Edward Alvarez's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1601 Forum Place Suites 300 & 301, West Palm Beach, FL 33401May 10, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1601 Forum Place Suites 300 & 301, West Palm Beach, FL 33401October 11, 2005 - February 5, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/31/2023)
(5/10/2017)
(10/16/2019)
(10/5/2022)
Exams
FINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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