Luis Corrales (CRD# 5407809) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bethesda, MD and has over 8 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 3149803
Blue Ocean Global Wealth
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Bethesda, MD | Jun 2011 - Current | 7 |
| Guardian Life Insurance Company | Bethesda, MD | Mar 2011 - Current | 7 |
| Unemployed | Washington, DC | Nov 2010 - Mar 2011 | < 1 |
| Bank Of America,na | Rockville, MD | Oct 2010 - Nov 2010 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockville, MD | Jan 2010 - Nov 2010 | < 1 |
| Bank Of America | Rockville, MD | Mar 2009 - Jan 2010 | < 1 |
| World Links Consulting | Washington, DC | May 2008 - Mar 2009 | < 1 |
| American University | Washington, DC | Sep 2007 - Dec 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Employer Dispute
- Criminal Record
- CA
- WA
- DC
- MD
- VA
- NJ
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Total Assets Under Management2,821MILLIONS
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Total Number of Accounts15,391ACCOUNTS
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Average Account Value$183,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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