Francisco Miguel De La Camara

Ucap Americas

39 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Ucap Americas

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

178 clients

Average Client Portfolio

$932K average

Assets Under Management

$165.9M

Fee Structure

Minimum Investment:$100K

Financial Planning:Included in AUM fee

Location

1221 Brickell Avenue, Suite 2040, Miami, FL, 33131

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History

Regulatory History (1)

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Customer Dispute

January 2013

Denied

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Other Business Activities

Francisco is a financial advisor at UCAP Asset Management, LLC and a registered representative at UCAP Securities, LLC. He also owns TRICAM ADVISORS LLC to receive remuneration and advises Itera.Health Corp, dedicating minimal time to each of these activities.

Employment History

Current Registrations

Ucap Americas

October 2021 - Present · 4 yrs 4 mos

Ucap AmericasBroker

September 2021 - Present · 4 yrs 5 mos

State Registrations6 states

CACOFLGATXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.