Luiz
Santos Franca
Xp Advisory Us, Inc
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About this Advisor
Luiz Santos Franca is a financial advisor operating out of Miami, Florida with 1 year of relevant experience. Santos Franca is an employee of Xp Advisory Us, Inc. Santos Franca has gained experience at Xp Investments, Credit Suisse and Santander. Santos Franca maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Xp Advisory Us, Inc is a registered investment firm based in Miami, FL. The investment advisory business has a total of 30 employees. It controls $2 billion in assets among its 386 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 386 client accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Xp Advisory Us, Inc has a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically vary depending on the services. Fees charged by Xp Advisory Us, Inc likely include any blend of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Xp Advisory Us, Inc Brokerage Details
$1,548,748,917
30
386
$4,012,303
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Luiz Santos Franca Work History
Luiz has been registered as a financial advisor for 1 years.*
Xp Investments
Credit Suisse
Santander
*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 Luiz Santos Franca 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 Xp Advisory Us, Inc
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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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