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Alejandro Jose Lara

Insigneo Advisory Services, LLC

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About Alejandro Jose Lara

Alejandro Lara is a registered Investment Advisor Representative in Florida and a Registered Representative. Alejandro has been in the securities industry since January 2016. Alejandro is currently employed at Insigneo Advisory Services, LLC. Alejandro is licensed to provide investment advisory services. Alejandro holds the Series 65 and Series 7TO licenses. Alejandro also has experience in asset management. Alejandro has worked with a variety of clients including High Net Worth Individuals, Corporations, and Pooled Investment Vehicles. Alejandro's experience and expertise can help clients achieve their financial goals.

Firm Information

Alejandro Lara is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rebates/trailer fees

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Alejandro Lara’s Registration & Firm History

FL

02/21/2020 - Present

Insigneo Advisory Services, LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 12/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2020

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alejandro Jose Lara.
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