Carlos Munozlucas
Carlos Munozlucas is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is the chair of the Investment Committee, a member of the Board of Trustees, and a member of the Finance Committees for Associated Catholic Charities, Inc. He dedicates minimal time to this non-profit activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Db Alex. Brown LLCBroker
State Registrations2 states
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