Alberto Luna
Investment adviser representative at Stonex International Advisors Inc
15 yearsExperience
1 stateRegistered in
$106.7MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Stonex International Securities, Inc.Oct 2025 to now
- Stonex International Advisors, Inc.Apr 2017 to now
- Intercam Advisors, Inc.Apr 2017 to Oct 2025
- Intercam Securities, Inc.Apr 2017 to Oct 2025
- UBS Financial Services IncNov 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Stonex International Advisors Inc
$106.7MAssets managed
77Clients
13Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4173148
- Firm CRD
- 153799