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Saul Alvarez

Valic Financial Advisors, Inc.

Carmel, IN

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-11
IN RA APPROVED 2022-10-31
  • IL RA
    APPROVED
    Since 2023-07-11
  • IN RA
    APPROVED
    Since 2022-10-31

Branch Locations

630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. West Lafayette IN 07/2019 07/2022
J.P. Morgan Securities Llc West Lafayette IN 10/2021 07/2022
Senor Tacos Lafayette IN 06/2018 09/2019
Alorica Lafayette IN 05/2017 08/2017
Zumiez Lafayette IN 07/2016 01/2017
Red Lobster Lafayette IN 03/2015 09/2016
Diverse Staffing Services Lafayette IN 01/2017 05/2017
Unemployed Lafayette IN 09/2017 05/2018
Valic Financial Advisors, Inc. Carmel IN 08/2022 Present
Agia Houston TX 12/2022 Present
  • 07/2019 → 07/2022
    Jpmorgan Chase Bank, N.A.
    West Lafayette, IN
  • 10/2021 → 07/2022
    J.P. Morgan Securities Llc
    West Lafayette, IN
  • 06/2018 → 09/2019
    Senor Tacos
    Lafayette, IN
  • 05/2017 → 08/2017
    Alorica
    Lafayette, IN
  • 07/2016 → 01/2017
    Zumiez
    Lafayette, IN
  • 03/2015 → 09/2016
    Red Lobster
    Lafayette, IN
  • 01/2017 → 05/2017
    Diverse Staffing Services
    Lafayette, IN
  • 09/2017 → 05/2018
    Unemployed
    Lafayette, IN
  • 08/2022 → Present
    Valic Financial Advisors, Inc.
    Carmel, IN
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-18
S63 Uniform Securities Agent State Law Examination 2022-02-25
  • S65 Uniform Investment Adviser Law Examination
    2022-10-18
  • S63 Uniform Securities Agent State Law Examination
    2022-02-25
Other Names
  • Saul Alvarez Jr
  • Saul Alvarez
  • Saul Alvarez
  • Saul Alvarez

View on SEC IAPD

Other Firms

OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC
ARCHER INVESTMENT CORPORATION

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN

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