Marina Tudela
Marina Tudela is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5847 San Felipe St. Suite 3825, Houston, TX, 77057
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2021Customer Dispute
February 2020Customer Dispute
March 2019Other Business Activities
Marina is an officer (secretary) and co-owner of American Building Maintenance Inc, a company primarily managed by her husband. She dedicates minimal time to this business, mainly signing administrative documents and attending meetings a couple of times per year.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations16 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.