Robert Glenn Alvarez
Advisor at Lanark Financial, Inc. — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
32 years
Location
Tampa, FL 33609
Lanark Financial, Inc.
Multi-team
Robert Alvarez is a financial advisor at Lanark Financial, Inc. based in Tampa, FL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 32 years of industry experience and has been with Jhs Capital Advisors, Inc. since 2010. Lanark Financial offers investment management, financial planning, and related advisory services to a diverse client base that includes individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and provides both discretionary and non-discretionary advisory arrangements.
Based on Lanark Financial, Inc.
Based on Lanark Financial, Inc.
Flat fees for financial planning generally do not exceed $10,000 for individual clients, subject to complexity and scope
$0 - $250,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $250,001 - $1,000,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $1,000,001 - $5,000,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $5,000,001+: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile
Lanark and Lanark FA may receive commissions on the recommendation and sale of other financial products such as insurance and variable insurance products
Hourly fees for financial planning and investment advice negotiable; specifics disclosed in client agreement
Performance-based fees may be negotiated for qualified clients under Rule 205-3; specifics per client agreement
Account minimum: $50,000 Minimum fee: Minimum Program Fees may be applied per Account and may vary by IA Program (exact amounts disclosed in Client Profile) Fee-only: Fees for financial planning and investment advice may be negotiated as hourly, fixed fee, or asset-based; flat fees generally do not exceed $10,000 for individual clients
Tampa, FL
5401 W. Kennedy Blvd, Suite 460
Tampa FL 33609
Advisors at this office
5
Alabama · Arizona · California · Colorado · Florida · Idaho · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Montana · Nevada · New Mexico · North Carolina · Ohio · Oklahoma · Oregon · Texas · Wisconsin
32 years of industry experience
Jhs Capital Advisors, Inc
2010 - Present • 16 years
Tampa, FL
Gunnallen Financial, Inc.
2009 - 2010 • 1 year
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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