Unclaimed Profile

Anna Lucia Casco

FINACCESS ADVISORS, LLC·MIAMI, Florida

Clean recordFINACCESS ADVISORS, LLC

1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7530553Firm CRD# 150697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anna Lucia Casco · MIAMI, FL

Registration

CRD #7530553 · FINACCESS ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anna Lucia Casco is a registered financial advisor based in MIAMI, Florida, affiliated with FINACCESS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINACCESS ADVISORS, LLC

AUM

$4.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINACCESS ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: REFERRAL FEES FROM CUSTODIANS

Regulatory

SEC/IARD CRD# 7530553

Firm CRD# 150697

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anna Lucia Casco offer?

Anna Lucia Casco specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Anna Lucia Casco's credentials?

Anna Lucia Casco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anna Lucia Casco located?

Anna Lucia Casco is based in MIAMI, Florida, working with FINACCESS ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Anna Lucia Casco charge for services?

Anna Lucia Casco's firm is compensated through percentage of aum, subscription fees, other: referral fees from custodians. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINACCESS ADVISORS, LLC?

FINACCESS ADVISORS, LLC has approximately 12 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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