Alvin Parra
Alvin Parra is a registered investment advisor at C. E. Skowrup & CO., based in Westlake Village, CA, with 8 years of industry experience. Alvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
C. E. Skowrup & Co.'s fees generally do not exceed 1% of the value of your portfolio per year, billed quarterly in advance. The exact fee depends on factors like the amount you invest, how often you meet in person, and the type of account. If you end the agreement early, you may receive a pro-rated refund of any prepaid fees.
Location
Westlake Village, CA
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Regulatory History (1)
Regulatory
January 2024Other Business ActivitiesSells Insurance
Alvin is a licensed insurance agent with Brokers Alliance, Inc., and the President and Life and Health agent of Strategic Choices Financial & Insurance Solutions agency. He is also the President and Founder of Reyuz Inc., a company in pre-manufacturing stages of plastic products, dedicating time outside of trading hours to it.
Employment History
Current Registrations
C. E. Skowrup & CO.
Strategic Choices Wealth Advisors INC.
Previous Registrations
Acrylic Financial, INC.
Hbw Securities LLCBroker
World Group Securities, INC.Broker
State Registrations1 state
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.