RL
RL

Ricardo Luna

1 Year of Experience
Miami Lakes, FL
BrokerSells Insurance

Ricardo Luna is a registered investment advisor, based in Miami Lakes, FL, with 1 years of industry experience.

Location

15500 New Barn Road, Suite 201, Miami Lakes, FL, 33014

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ricardo works as a financial consultant for Florida Financial Advisors, dedicating nearly full-time hours. He also sells fixed insurance through Florida Financial Insurance for a few hours per week and works as a lead developer for InnovateX for about 10-20% of his time.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
November 2025 - Present · 6 mos
Florida Financial Advisors, LLC
February 2025 - Present · 1 yr 3 mos
State Registrations2 states
FLTX
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.
Ricardo Luna - Financial Advisor | TrueAdvisor