Ricardo Santiago Luna
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Inter Miami Cf LLC.Mar 2026 to now
- Trinity Wealth Securities, LLCNov 2025 to now
- Florida Financial Advisors, LLCJan 2025 to now
- InnovatexJun 2024 to now
- Leafy Green FarmsMar 2024 to Aug 2024
- Pittsburg State UniversityOct 2022 to Dec 2023
- Missouri Southern State UniversityMar 2022 to Jul 2022
- ConcentrixNov 2021 to Dec 2021
- Uam CollegeJan 2014 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 8039415
- Firm CRD
- 288811