Raymond James & Associates, Inc
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About this Advisor
Carlos Hurtado is an advisor whose office is in Tempe, Arizona. Currently an investment advisor with Raymond James & Associates, Inc, Hurtado has 10 years of professional experience. Hurtado holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Hurtado is able to operate in Arizona. During their career, Hurtado has held roles at Merrill Lynch, Wells Fargo Bank, Wells Fargo Investments, Wells Fargo Advisors LLC and Raymond James & Associates. Raymond James & Associates, Inc is headquartered in Tempe, Arizona, and operates out of 422 offices in the nation. In aggregate, Raymond James & Associates, Inc manages $143 billion in assets dispersed across 472,443 client accounts and retains more than 13,277 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 394,071 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Raymond James & Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Carlos Hurtado Work History
Carlos has 10 years of experience.
Raymond James & Associates
Wells Fargo Advisors LLC
Wells Fargo Bank
Wells Fargo Investments
Carlos Hurtado has no disclosures.
Please visit their SEC profile for more details.
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