Felix
Segura
Lxg Wealth Advisory LLC
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About this Advisor
Felix Segura is a financial advisor who works in Miami, Florida who has 1 year of industry experience. Segura is on the advisory team at Lxg Wealth Advisory LLC. During their career, the advisor has held roles at Credit Suisse Securities (Usa) LLC, Credit Suisse Ag, Lxg Mfo Sac and Lxg Wealth Advisory LLC. Segura maintains Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida. Lxg Wealth Advisory LLC is a financial advisory business based in Miami, FL. The investment advisory business has just five financial advisors. It manages $1 billion in assets between its 52 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 52 customer accounts, 50% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely depend on which service is offered. Fee types charged by Lxg Wealth Advisory LLC likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lxg Wealth Advisory LLC Brokerage Details
$1,198,084,470
5
52
$23,040,086
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Felix Segura Work History
Felix has been registered as a financial advisor for 1 years.*
Lxg Wealth Advisory LLC
Lxg Mfo Sac
Credit Suisse Ag
Credit Suisse Securities (Usa) LLC
*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 Felix Segura 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 Lxg Wealth Advisory LLC
San Isidro,
Miami, FL
Miami, FL
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