FS
CFA
FS
CFA

Francisco Jose Soler

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
24 clients
Average Client Portfolio
$62.4M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
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Location

501 Brickell Key Drive, Suite 509, Miami, FL, 33131

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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.

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Other Business ActivitiesSells Insurance

Francisco is the CIO of MAS Advisors LLC, managing their investment platform full-time. He is also an agent for Regis Financial Partners, selling life insurance about a quarter of his time.

Employment History
Current Registrations
Mas Advisors LLC
June 2023 - Present · 2 yrs 8 mos
The Leaders Group, INC.
May 2023 - Present · 2 yrs 9 mos
The Leaders Group, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Efg Capital International CORP.
May 2021 - July 2021 · 2 mos
Efg Asset Management (americas) CORP.
August 2018 - March 2023 · 4 yrs 7 mos
Efg Capital InternationalBroker
July 2018 - March 2023 · 4 yrs 8 mos
Mas Advisors LLC
April 2013 - August 2019 · 6 yrs 4 mos
Efg Asset Management (americas) CORP.
August 2012 - January 2013 · 5 mos
Efg Capital Advisors LLC
June 2010 - August 2012 · 2 yrs 2 mos
Efg Capital InternationalBroker
December 2008 - January 2013 · 4 yrs 1 mo
Credicorp Securities, INC.Broker
August 2005 - April 2006 · 8 mos
State Registrations8 states
AKAZCTDCDEFLNJSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.