Manuel Alonso
Manuel Alonso is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in South Miami, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5975 Sunset Drive, Suite 605, South Miami, FL, 33143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Manuel is a trustee for an account held at Raymond James since 2022, and a part owner of rental property since 2019, each requiring minimal time. He also owns The 401(k) Lab, a company he uses to run payroll, also requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
John Hancock Distributors LLCBroker
State Registrations13 states
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