Luiz David AzambujaCRD Number: 4314393
Current Firm: Insigneo Advisory Services, LLC
Luiz David Azambuja (CRD# 4314393) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 21 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Insigneo Securities, LLC||Miami, FL||Feb 2018 - Current||5|
|Insigneo Advisory Services||Miami, FL||Feb 2018 - Current||5|
|Kovack Securities, Inc.||Fort Lauderdale, FL||Jun 2017 - Feb 2018||< 1|
|Capital Guardian, LLC||Miami, FL||Aug 2012 - Jun 2017||4|
|Riwm, LLC||Miami, FL||Feb 2012 - Oct 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management1,939MILLIONS
Total Number of Accounts2,663ACCOUNTS
Average Account Value$728,148
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IL, MA, NC, NJ, NV, NY, OH, OR, PR, SC, TN, TX, VI, WA, WI, WY
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