LC
LC

Luis Campoo

26 Years of Experience
Miami, FL
Broker

Luis Campoo is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 26 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

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Luis is a partner in Condor Living Group, LLC, providing capital for real estate purchases, though his wife is the managing partner, and he spends minimal time on it. He is also a 50% owner of Que Estaran Haciendo, LLC, dedicating about 10-20% of his time, although the plane associated with the LLC was sold.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2022 - Present · 4 yrs 4 mos
Raymond James & Associates, INC.
January 2022 - Present · 4 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
October 2015 - January 2022 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
October 2015 - January 2022 · 6 yrs 3 mos
Citi International Financial Services LLCBroker
September 2014 - August 2015 · 11 mos
Citigroup Global Markets INC.Broker
May 2011 - September 2014 · 3 yrs 4 mos
Citi International Financial Services LLCBroker
March 2010 - November 2010 · 8 mos
Citi International Financial Services LLCBroker
January 2001 - December 2008 · 7 yrs 11 mos
Popular Securities, INC.Broker
February 2000 - December 2000 · 10 mos
Washington Square Securities, INC.Broker
September 1998 - December 1999 · 1 yr 3 mos
Jefferson Pilot Securities CorporationBroker
June 1997 - April 1998 · 10 mos
State Registrations13 states
ALCADCDEFLILINMDNJNYPRTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Luis Campoo - Financial Advisor | TrueAdvisor