Alvin D. Parra

STRATEGIC CHOICES WEALTH ADVISORS

South Pasadena, CA 91030

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CRD#: 5449273

Professional summary

Alvin D Parra is a registered financial advisor currently at STRATEGIC CHOICES WEALTH ADVISORS INC. located in South Pasadena, California and C. E. SKOWRUP & CO. located in South Pasadena, California.

Alvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Alvin has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Alvin D Parra is an investment adviser representative and COO with Strategic Choices Wealth Advisors Inc. Alvin D Parra is a licensed insurance agent with Brokers Alliance, Inc. Mr. Parra is also the President and Life and Health agent of Strategic Choices Financial & Insurance Solutions agency in the State of California. Alvin Davila Parra is the President and Founder of Reyuz Inc., a side venture that is in pre-manufacturing stages of plastic products. This is located at 1445 Huntington Dr, Ste 325, South Pasadena, CA 91030. He started May 1, 2018 and does supervision to manufacture, market, and distribute the product. He dedicates time outside of trading hours to advance this side venture.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alvin D Parra's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 6, 2018 - Present

STRATEGIC CHOICES WEALTH ADVISORS INC.

Office #1: 1445 Huntington Dr Ste 325, South Pasadena, CA 91030

RIA

CRD#: 292525

South Pasadena, CA

Current

November 18, 2021 - Present

C. E. SKOWRUP & CO.

Office #1: 1445 Huntington Dr. Suite 325, South Pasadena, CA 91030

RIA

CRD#: 108456

South Pasadena, CA

Past

April 25, 2019 - March 25, 2020

ACRYLIC FINANCIAL, INC.

RIA

CRD#: 288263

South Pasadena, CA

Past

June 3, 2008 - December 31, 2008

HBW SECURITIES LLC

CRD#: 136959

LOS ANGELES, CA

Past

December 7, 2007 - April 16, 2008

WORLD GROUP SECURITIES, INC.

CRD#: 114473

POMONA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/6/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/11/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/18/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/6/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

C. E. SKOWRUP & CO.

C. E. SKOWRUP & CO. | SKOWRUP C E & CO

CRD#: 108456 / SEC#: 801-57630

RIA

Registered Investment Advisory firm - (8/13/2012 Terminated)

California

Registered Investment Advisory firm - (7/31/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Westlake Village, CA

Mailing Address

3435 E. Thousand Oaks Blvd., #6176 Westlake Villag, Westlack Village, CA 91359

Phone number

(818) 865-3680

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 23,253,442

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.

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Alvin D. Parra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alvin D Parra's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC CHOICES WEALTH ADVISORS INC.

C. E. SKOWRUP & CO.

ACRYLIC FINANCIAL, INC.

HBW SECURITIES LLC

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2017

Series 63

Date: 12/18/2007

Series 6

Date: 12/6/2007

Current Firm

C. E. SKOWRUP & CO.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

C. E. SKOWRUP & CO.

TRUST BUT VERIFY

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