Luana Corral
Luana Corral is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Ft. Lauderdale, FL, with 35 years of industry experience. Luana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2699 Stirling Road, Suite A-200, Ft. Lauderdale, FL, 33312
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Regulatory History (1)
Customer Dispute
January 2015Other Business ActivitiesSells Insurance
Luana is an NFLPA Registered Player Financial Advisor, an Independent Registered Advisor with Associated Investor Services, and an advisor/insurance agent with Associated Financial Consultants. She also serves as president of Crossroads Consulting of South Florida, Inc. and as a board member for Eternity Begins Now Corp.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Associated Investor Services, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
MML Investors Services, INC.Broker
Evensky, Brown Investments, INC.Broker
State Registrations13 states
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.