Ximena Brito
Ximena Brito is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in McLean, VA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1800 Tysons Boulevard, Suite 600, McLean, VA, 22102
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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.
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Ximena works as an advisor for Pinnacle Asset Management, a support company, dedicating minimal time. She also works full-time as a bank associate for Pinnacle Bank.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations1 state
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