Lucas Aiache ArfelliCRD Number: 6306169
Current Firm: Larch Capital Partners LLC
Lucas Aiache Arfelli (CRD# 6306169) is an Investment Advisor Representative working at Larch Capital Partners LLC in Miami, FL and has 1 year of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Larch Capital Partners LLC||Miami, FL||May 2021 - Current||2|
|Credit Agricole Securities (usa) Inc.||Miami, FL||Feb 2021 - May 2021||< 1|
|Credit Agricole Corporate And Investment Bank||Miami, FL||Nov 2015 - May 2021||5|
|Arbitral Finance Inc.||Miami, FL||Jul 2012 - Nov 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2021|
Total Assets Under Management1,388MILLIONS
Total Number of Accounts383ACCOUNTS
Average Account Value$3,624,618
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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