Sidney Ronald Alvey

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1986 → Present
  Self Employed
  Salt Lake City, UT
• 05/1991 → Present
  Alvey Family Enterprises,Ltd.
  Centerville, UT
• 05/1991 → Present
  Lexington Financial Brokerage & Insuranc
  Centerville, UT
• 09/2014 → 06/2021
  Voya Financial Advisors
  Des Moines, IA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2003 → Present
  Your Financial Resource, Inc.
  Centerville, UT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-07-05 → 2021-06-09
  Voya Financial Advisors, Inc.
  Fort Myers, FL
  Bountiful, UT
  Bountiful, UT
  Lake St. Louis, MO
  Midvale, UT

Other Businesses

NAME OF ENTITY:Distinctive Insurance Services, Inc; Yes; 738 S CANYON CREST DR; BOUNTIFUL; UT; 84010; Fixed Insurance/DBA; General Manager; 1/1/1995; 40; 40; Sale of Fixed Insurance Products|NAME OF ENTITY:Your Financial Resource, Inc.; Yes; 738 S CANYON CREST DR; BOUNTIFUL; UT; 84010; Financial Services / DBA; President/Secretary; 1/1/2003; 40; 40; Sale of fixed insurance and security products.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 738 S CANYON CREST DR; BOUNTIFUL; UT; 84010; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/28/2006; 56; 56; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Alvey Family Enterprises, Ltd.; No; 738 S. Canyon Crest Dr.; Bountiful; UT; 84010; Asset holding family partnership.; General Partner; 5/1/1995; 1; 0; Manage assets like home, autos, bank account|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-27
• S63 Uniform Securities Agent State Law Examination
  1991-09-24

Other Names

• Sid Ronald Alvey
• Sid R Alvey