Carl Rene Alvarez

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2014 → 07/2026
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 03/2014 → 07/2026
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 12/2015 → 07/2026
  First Command Advisory Services
  Fort Worth, TX
• 08/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-12-15 → 2026-07-06
  First Command Advisory Services
  Fort Worth, TX
  Glendale, AZ
  Fort Worth, TX
  Phoenix, AZ
• 2014-01-28 → 2015-12-15
  First Command Brokerage Services, Inc.
  Surprise, AZ
  El Paso, TX
  Glendale, AZ
  Yuma, AZ
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-01-28