IC
IC
Iliana Cantu
16 Years of Experience
Brownsville, TX
1 DisclosureBroker
Iliana Cantu is a registered investment advisor at Raymond James & Associates, INC., based in Brownsville, TX, with 16 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
3819 N Expressway 77/83, Suite 5, Brownsville, TX, 78521
Get directionsHistory
Regulatory History (1)
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Financial
February 2020Final
Employment History
Current Registrations
Raymond James & Associates, INC.
November 2017 - Present · 8 yrs 8 mos
Raymond James & Associates, INC.Broker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - November 2017 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2013 - November 2017 · 4 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
Chase Investment Services CORP.Broker
December 2009 - October 2012 · 2 yrs 10 mos
State Registrations1 state
TX
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.