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Alejandro Nevarez

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2850 N Swan Rd, Suite 120, Tucson, AZ, 85712

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alejandro works as a sales agent for Blue Cross Blue Shield, selling health insurance. This requires minimal time.

Employment History
Current Registrations
Capital Analysts
March 2020 - Present · 5 yrs 11 mos
Lincoln Investment
April 2019 - Present · 6 yrs 10 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Legend Advisory, LLC
May 2011 - October 2019 · 8 yrs 5 mos
Legend Equities CorporationBroker
October 2005 - January 2017 · 11 yrs 3 mos
State Registrations12 states
AKAZCACOFLGAMDNCORPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.