Joseph Llanas (CRD# 5467096) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lubbock, TX and has over 16 years of experience in the finance industry.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
CRD# 14422
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services | Lubbock, TX | Feb 2013 - Current | 11 |
| Raymond James Financial Services Advisors Inc. | Lubbock, TX | Feb 2013 - Current | 11 |
| City Bank | Lubbock, TX | Feb 2013 - Current | 11 |
| City Bank Wealth Management Dba | Lubbock, TX | Feb 2013 - Current | 11 |
| City Bank Wealth Management Dba | Lubbock, TX | Feb 2013 - Current | 11 |
| Llanas Rentals | Lubbock, TX | Feb 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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