FC
FC

Flavio Carrillo

21 Years of Experience
Naples, FL
Broker

Flavio Carrillo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

5495 Bryson Drive Suite 421, Naples, FL, 34109

Get directions

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.

Learn about disclosures →
Other Business Activities

Flavio is an owner of Data Analytics Capital, working as a financial advisor and portfolio manager, dedicating about half of his time. He also works as a professor at Florida International University, dedicating about half of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2022 - Present · 4 yrs
Previous Registrations
Raymond James & Associates, INC.
March 2019 - July 2022 · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2019 - July 2022 · 3 yrs 6 mos
Microsigma Capital Management, LLC
April 2006 - November 2018 · 12 yrs 7 mos
Legg Mason Wood Walker INC
August 2004 - January 2006 · 1 yr 5 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2004 - January 2006 · 1 yr 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Flavio Carrillo - Financial Advisor | TrueAdvisor