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Alex Carvalho

Principal, Financial Planner

Work history

Planning Trail Investments LLC
Principal, Financial PlannerCurrent (almost 6 years)
Edward Jones
Financial AdvisorJan 2017 - Jul 2019 (over 2 years)
MassMutual
Investment Advisor RepresentativeFeb 2016 - Jan 2017 (11 months)
Strategic Financial Concepts, Inc.
Financial AdvisorFeb 2015 - Jan 2016 (11 months)
Siemens Gamesa
Financial AnalystJun 2010 - Jan 2015 (over 4 years)
Avaya
Financial AnalystOct 1999 - May 2008 (over 8 years)
Lucent Technologies
Financial AnalystJan 1999 - Jan 2000 (about 1 year)

Contact Information

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Email[email protected]

LocationUnited States, Lawrence, Kansas

LinkedInlinkedin.com/in/alexjcarvalho

Organization

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Planning Trail Investments LLCcapital markets · 1 employees · Lawrence, United States

Description

Independent Fee-Only Financial Planning Firm dedicated to helping families and individuals plan for retirement and education funding. Provides unbiased advice and a personalized approach while serving our client’s best interest at all times.

Company phone+13035190506

Company websiteplanningtrail.com

LocationLawrence, Kansas, United States

Industrycapital markets

Employees1

Founded at2019

LinkedInlinkedin.com/company/planning-trail-investments-llc

Technologies

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