Unclaimed Profile

John David Alvarez

FAMILYWEALTH ADVISERS LLC·LAKE MARY, Florida

Series 65Clean record7 years registeredFAMILYWEALTH ADVISERS LLC

255 PRIMERA BLVD, LAKE MARY, FL 32746CRD# 7097317Firm CRD# 289193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John David Alvarez · LAKE MARY, FL

Registration

CRD #7097317 · FAMILYWEALTH ADVISERS LLC · 7 years registered

Brand Profile

Not yet started

Career History

IMA ADVISORY SERVICES, INC.

Aug 2023 – present

FAMILYWEALTH ASSET MANAGEMENT

May 2019 – Aug 2023

DALLAS, TX

FAMILYWEALTH

Apr 2019 – Aug 2023

Dallas, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 17, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAMILYWEALTH ADVISERS LLC

CRD 289193 · SEC 801-111050

AUM

$316M

Regulatory assets under management

Employees

584 client accounts

Services offered by FAMILYWEALTH ADVISERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAMILYWEALTH ADVISERS LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE MARY?

Browse all registered financial advisors in LAKE MARY, Florida or claim this profile if it's yours.

Browse LAKE MARY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John David Alvarez offer?

John David Alvarez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.

What are John David Alvarez's credentials?

John David Alvarez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John David Alvarez located?

John David Alvarez is based in LAKE MARY, Florida, working with FAMILYWEALTH ADVISERS LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does John David Alvarez charge for services?

John David Alvarez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAMILYWEALTH ADVISERS LLC?

FAMILYWEALTH ADVISERS LLC has approximately 12 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →