AN

Alejandro Nevarez

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Your advisor is compensated for investment advice by an advisory fee based on the value of assets in your account. This fee provides access to your advisor for financial and life planning consultation. The maximum annual fee that your advisor can charge is 1.25% of the assets being advised or managed. Fees are negotiable at the advisor's discretion. Certain portfolios are Wrap Fee Programs, bundling advisory and transaction costs. Institutional business fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

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

Get directions
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.

Learn about disclosures →
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 10 mos
Lincoln Investment
April 2019 - Present · 6 yrs 9 mos
Lincoln Investment Broker
January 2017 - Present · 9 yrs
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.
Alejandro Nevarez - Financial Advisor | AdvisorDiscover