FA
FA

Francisco Amigo

36 Years of Experience
Miami, FL
1 DisclosureBroker

Francisco Amigo is a registered investment advisor at Janney Montgomery Scott LLC, based in Miami, FL, with 36 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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Location

8950 SW 74 Court, Suite 2005, Miami, FL, 33156

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2007
Settled
Other Business Activities

Francisco is a co-owner with his spouse of Nilo One LLC, which owns a rental property. He dedicates minimal time to this activity.

Employment History
Current Registrations
Janney Montgomery Scott LLC
September 2017 - Present · 8 yrs 8 mos
Janney Montgomery Scott LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
March 2001 - April 2017 · 16 yrs 1 mo
Raymond James & Associates, INC.Broker
March 2001 - April 2017 · 16 yrs 1 mo
Prudential Securities IncorporatedBroker
September 2000 - March 2001 · 6 mos
Pruco Securities CorporationBroker
April 1998 - November 2000 · 2 yrs 7 mos
The Dreyfus Service CorporationBroker
June 1994 - March 1998 · 3 yrs 9 mos
Fn Investment CenterBroker
September 1993 - June 1994 · 9 mos
Barnett Investments, INC.Broker
February 1993 - September 1993 · 7 mos
Fn Investment CenterBroker
September 1991 - February 1993 · 1 yr 5 mos
Lehman Brothers INC.Broker
April 1991 - September 1991 · 5 mos
Painewebber IncorporatedBroker
November 1989 - May 1991 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1989 - October 1989 · 4 mos
State Registrations48 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNHNJNMNYOHORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Francisco Amigo - Financial Advisor | TrueAdvisor