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Alvin Vinson

26 Years of Experience
Rochelle Park, NJ
BrokerSells Insurance

Alvin Vinson is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochelle Park, NJ, with 26 years of industry experience. Alvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

201 West Passaic Street, Suite 301, Rochelle Park, NJ, 07662

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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

Alvin is an insurance agent selling disability insurance with various companies since 2017, dedicating full-time hours to this activity. He is also a board member for Holstein Court co-op housing, spending minimal time working with other board members to improve the building and handle maintenance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2017 - Present · 9 yrs
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C. J. M. Planning CORP.Broker
December 2002 - October 2005 · 2 yrs 10 mos
C. J. M. Planning CORP.Broker
November 1997 - December 2000 · 3 yrs 1 mo
State Registrations14 states
CACTDCDEFLGAMDNCNJNYOHSCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Alvin Vinson - Financial Advisor | TrueAdvisor