CI
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Carla Inurritegui

10 Years of Experience
Miami, FL
Broker

Carla Inurritegui is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, 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 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, Suites 1875 and 2250, 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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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2018 - May 2021 · 3 yrs
Wells Fargo Clearing Services, LLCBroker
September 2016 - May 2021 · 4 yrs 8 mos
J.P. Morgan Securities LLCBroker
February 2015 - February 2016 · 1 yr
State Registrations18 states
AZCACTDEFLGAMANJNYOHORSDTXVAVirgin IslandsWAWIWY
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.
Carla Inurritegui - Financial Advisor | TrueAdvisor