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Alberto Luna

25 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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History

Regulatory History (1)
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Customer Dispute
January 2009
Denied
Other Business Activities

Alberto is an Investment Adviser Representative with Intercam Advisors, Inc. since 2017, spending about a quarter of his time on this. He also works as a Growth Strategy Consultant for TIKIERO APP, a digital wallet business, dedicating about 10-20% of his time during non-market hours since March 2025.

Employment History
Current Registrations
Stonex International Advisors INC
April 2017 - Present · 8 yrs 10 mos
Stonex International Securities INC.Broker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
November 2011 - April 2017 · 5 yrs 5 mos
UBS Financial Services INC.Broker
November 2011 - April 2017 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - November 2011 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - November 2011 · 11 yrs 6 mos
State Registrations5 states
CACOFLTXWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.