NM
NM

Narciso Munoz

18 Years of Experience
Miami, FL
Broker

Narciso Munoz is a registered investment advisor at Raymond James & Associates, INC., based in Miami, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

600 Brickell Avenue, Suite 1875, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Narciso owns rental real estate and is the director of a non-profit organization. He also acts as an external advisor to Latam Factoring Fund, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
January 2014 - September 2016 · 2 yrs 8 mos
Deutsche Bank Securities INC.Broker
January 2014 - September 2016 · 2 yrs 8 mos
Barclays Capital INC.
January 2012 - February 2014 · 2 yrs 1 mo
Barclays Capital INC.Broker
August 2011 - February 2014 · 2 yrs 6 mos
Hsbc Securities (USA) INC.Broker
March 2007 - June 2011 · 4 yrs 3 mos
State Registrations15 states
CACTDEFLGAIAMANJNYPARIVAVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.