Luis
Corrales

Cope Corrales

CRD#5407809
Investment Advisor
in Washington, DC

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About this Advisor

Luis Corrales is a financial advisor working in Washington, District Of Columbia, who has 2 years of industry experience. Corrales currently works for Cope Corrales. The advisor has gained experience at Park Avenue Securities, Guardian Life Insurance Company, Cope Corrales, Jared Bunch Consulting, LLC, First Financial Group and Xps Capital LLC Dba Cope Corrales. Corrales holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in District Of Columbia and Texas. Cope Corrales is a firm based in Washington, DC. The investment advisory business has offices in two locations and a total of six financial advisors. It controls $141 million in total assets among its 610 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides financial advice to four charitable organizations. Of its 610 accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Fees for financial advice depend on which services are provided. Fees billed by Cope Corrales may include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

816 Connecticut Ave 8Th Floor
Washington, DC 20006

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Cope Corrales Brokerage Details

Total Assets Under Management

$140,851,141

DC Average: $4,886,152,200
Total Number of Employees

6

DC Average: 60
Total Number of Accounts

610

DC Average: 205
Average Account Size

$230,904

DC Average: $23,834,889

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Luis Corrales Work History

Luis has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Xps Capital LLC Dba Cope Corrales

2019 - Present (5 years)

Cope Corrales

2019 - 2021 (2 years)

Jared Bunch Consulting, LLC

2011 - 2019 (8 years)

Park Avenue Securities

2011 - 2019 (8 years)

Guardian Life Insurance Company

2011 - 2019 (8 years)

First Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luis Corrales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cope Corrales

Hsuan Wang
Washington, DC
Stephen Adekeye
Washington, DC
Luis Corrales
Washington, DC
Karla Fitzgerald
Weston, FL
Kevin Cope
Washington, DC
Joseph Cope
Washington, DC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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