Juan GalanCRD Number: 6625134
Current Firm: Credicorp Capital Advisors LLC
Juan Galan (CRD# 6625134) is an Investment Advisor Representative working at Credicorp Capital Advisors LLC in Miami, FL and has over 3 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Credicorp Capital LLC||Miami, FL||Aug 2020 - Current||1|
|Ultralat Capital Markets||Bogota,||Mar 2016 - Aug 2020||4|
|Not-employed||Bogota,||Jan 2016 - Mar 2016||< 1|
|Alianza Valores SA||Bogota,||Oct 2013 - Dec 2015||2|
|Not-employed||Bogota,||Aug 2013 - Oct 2013||< 1|
|Corredores Asociados SA||Bogota,||Feb 2007 - Aug 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2018|
Total Assets Under Management130MILLIONS
Total Number of Accounts84ACCOUNTS
Average Account Value$1,550,576
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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