Juan Landa (CRD# 4899993) is an Investment Advisor Representative working at Luther King Capital Management Corporation in Fort Worth, TX and has over 19 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Luther King Capital Management Corporation | Fort Worth, TX | Jan 2022 - Current | 2 |
| Avalon Wealth Management LLC | San Antonio, TX | Sep 2017 - Jan 2022 | 4 |
| Avalon Advisors, LLC | San Antonio, TX | Dec 2016 - Jan 2022 | 5 |
| Matterhorn Capital Management LLC | San Antonio, TX | Nov 2004 - Dec 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
| S63 | Uniform Securities State Law Examination | Oct 2017 |
- TX
-
Total Assets Under Management26,635MILLIONS
-
Total Number of Accounts3,615ACCOUNTS
-
Average Account Value$7,367,889
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MN, MO, MT, NC, NE, NM, NV, NY, OK, OR, SC, SD, TN, TX, VA, WA, WY
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