LI
LI
Lizzette Inchaustegui
30 Years of Experience
Coral Gables, FL
2 DisclosuresBroker
Lizzette Inchaustegui is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 30 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2011Settled
Customer Dispute
February 2009Settled
Other Business Activities
Lizzette owns rental real estate property through 10465 Sunset LLC since 2022. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2008 - April 2021 · 12 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2008 - April 2021 · 12 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1995 - December 2008 · 13 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - December 2008 · 13 yrs 1 mo
State Registrations11 states
COCTDEFLGAKYNCOKPAPRTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.