Lana Alvarez has been an investment adviser representative at Johnson Bixby & Associates since January 2022, and is not listed among the firm’s executive officers or direct owners.
Johnson Bixby & Associates, LLC is a Vancouver, WA firm with $934M under management, 777 clients and 6 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Lana Alvarez is registered as an investment adviser representative in Washington, since January 2022.
- WashingtonSince 4 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 January 2022 |
| Series 66 | Uniform Combined State Law Examination | 25 August 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 May 1997 |
| Series 7 | General Securities Representative Examination | 30 April 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lana Jean Alvarez
- CRD
- 2708275
- Firm
- Johnson Bixby & Associates · CRD 310839
- Office
- 275 WEST THIRD STREET, SUITE 600, Vancouver, WA 98660
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Lana Alvarez work?
Lana Alvarez is an investment adviser representative registered through Johnson Bixby & Associates, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Lana Alvarez a financial advisor?
Yes. Lana Alvarez has a current investment-adviser registration in Washington, through Johnson Bixby & Associates since January 2022.
How many years of experience does Lana Alvarez have?
Lana Alvarez has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Lana Alvarez passed?
Lana Alvarez has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in April 1997.
Where is Lana Alvarez based?
Lana Alvarez’s registered office is in Vancouver, WA.
Is Lana Alvarez registered with FINRA?
No. Lana Alvarez has no current broker registration.
How can I verify Lana Alvarez’s record?
Search CRD 2708275 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lana Alvarez’s full registration record.
