William Brian Alvarez

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

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

Current Employers

Employment History

• 08/2008 → Present
  Valic Financial Advisors
  Morristown, NJ
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2007-06-19 → 2008-09-08
  Citigroup Global Markets Inc.
  Florham Park, NJ
  Roseland, NJ
• 2007-02-16 → 2007-03-26
  Chase Investment Services Corp.
  New York, NY
• 2004-06-17 → 2006-12-04
  Td Ameritrade, Inc.
  New York, NY
  New York, NY

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 KEARNY THISTLE UNITED FC POSITION: President NATURE: This is a not-for-profit youth travel soccer club (that my children participate in). I am currently the secretary on the board of directors (which I've disclosed and is on my OBA U4). However, I am being asked to change position to the President and no longer perform as the Treasurer. Both positions are NON-compensated. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2020 ADDRESS: 106 Albert St, North Arlington NJ 07031, United States DESCRIPTION: As President of the club I am asked to oversee the board of directors, as well as all committees.I am also asked to meet with board on a monthly basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-15
• S63 Uniform Securities Agent State Law Examination
  2000-02-07

Other Names

• Billy Unknown