Alan Santana
Alan Santana is a registered investment advisor at Raymond James & Associates, INC., based in Fort Lauderdale, FL, with 18 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
201 E. Las Olas Blvd., Suite 1630, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Hsbc Securities (USA) INC.Broker
State Registrations6 states
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