Robert Alvarez is a CFP-designated registered investment advisor at Lanark Financial, INC., based in Tampa, FL, with 32 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.
Fee Estimator
Location
5401 W. Kennedy Blvd, Suite 460, Tampa, FL, 33609
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Regulatory History
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 →Employment History
Current Registrations
Lanark Financial, INC.
Lanark Financial, INC.Broker
Previous Registrations
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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