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Carl A
Series 66
Peoria, AZ
Cambridge Investment Research Advisors
Carl Alvarez is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. Prior to joining Cambridge in 2026, he spent over a decade with First Command in various advisory and financial planning roles. Alvarez is also the owner of Carl Alvarez Wealth Management, an independent wealth management firm based in Glendale, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party investment strategies.
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