Luis Aponte, financial advisor San Juan PR

Luis Aponte

CRD Number: 5659330
Current Firm: Select Advisory Group Inc.

Luis Aponte (CRD# 5659330) is an Investment Advisor Representative working at Select Advisory Group Inc. in San Juan, PR and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Arkadios Wealth Advisors Atlanta, GA Oct 2021 - Current 2
Select Advisory Group Inc. San Juan, PR Apr 2018 - Current 5
Self Employed San Juan, PR Feb 2001 - Current 23
Harbor Light Investment Advisors, LLC Tampa, FL Sep 2017 - Jun 2019 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Luis D. Aponte
Phone Number: 787-969-3939
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $755,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

PR

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