Juan Mansilla is a CFP-designated registered investment advisor, based in Tampa, FL, with 21 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Juan is the president of Nextgen Financial, a holding company for commissions and business expenses, dedicating minimal time. He is also an insurance agent and advisory representative for Win-Team Advisory Services/Insurance Services, spending about a quarter of his time on investment advice.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Win Team Advisory Services
Previous Registrations
First Allied Securities, INC.
First Allied Securities, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations5 states
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