Luisa Angulo Gartner (CRD# 5726453) is an Investment Advisor Representative working at Legacy Beyond Wealth LLC in Miami Beach, FL and has over 14 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Beyond Wealth LLC | Miami, FL | Aug 2023 - Current | < 1 |
| Beyond Consulting LLC | Miami, FL | Jul 2018 - Current | 5 |
| Beyond Investments Intl LLC | Miami, FL | Jul 2021 - Nov 2023 | 2 |
| Jpmorgan Chase Bank | Miami, NY | Dec 2009 - Jun 2018 | 8 |
| J.p. Morgan Securities Inc. | Miami, FL | Oct 2009 - Apr 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- FL
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$12,727,273
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL
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