RN
RN

Rafael Junqueira Nani

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
564 clients
Average Client Portfolio
$160K average
Assets Under Management
$90.0M

Fee Structure

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Location

19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180

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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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Other Business Activities

Rafael owns The UPS Store franchise and is a consultant for Larson Accounting Group. Owning the UPS store takes a few hours per week, while consulting takes about half of Rafael's time.

Employment History
Current Registrations
Proxy Wealth Advisors LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Xp Investments US, LLCBroker
February 2023 - August 2023 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Rafael Junqueira Nani - Financial Advisor | TrueAdvisor