Luis Mauricio Trigueros
Investment adviser representative at Independence Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$463.8MFirm assets
11 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Independence Financial Advisors, LLCDec 2024 to now
- Lockwood Hills Federal, LLCJun 2022 to Nov 2024
- Riverbend Community Mental HealthSep 2021 to Jun 2022
- Achieve Tms EastJun 2019 to Sep 2021
- Scribe AmericaNov 2018 to May 2019
- Unemployed/travelMay 2018 to Nov 2018
- Northern Westchester HospitalOct 2015 to May 2018
- Univeristy of Rhode IslandAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
Independence Financial Advisors, LLC
$463.8MAssets managed
2,777Clients
8Advisers
11 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
- 8105165
- Firm CRD
- 156305