Misael Lugo
Misael Lugo is a registered investment advisor at Raymond James & Associates, INC., based in Winter Park, FL, with 12 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
631 W Morse Blvd, Suite 125, Winter Park, FL, 32789
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Misael services insurance policies for American General and receives insurance trails from Principal Life Insurance, dedicating minimal time to each. He also owns BPP 21 LLC (real estate), GRUPO HEXAGONO LLC (future real estate holding), and MLLN Business Solutions LLC (insurance holding company).
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations18 states
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.