Evan R. Alonzo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Evan Reeves Alonzo was a registered financial professional .
Evan is a previously registered financial professional and started their career in finance in 2007. Evan had worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 30, 2021 - November 8, 2023
BUNKER WEALTH MANAGEMENT LLC
September 22, 2017 - January 6, 2019
SILICON VALLEY CAPITAL ADVISORS, LLC
February 2, 2007 - September 9, 2008
LAGUNA FINANCIAL CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
BUNKER WEALTH MANAGEMENT LLC
CRD#: 311285 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
