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Carlo magno Paras Santos-ocampo

THE High NET Worth Advisory Group, LLC

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About Carlo magno Paras Santos-ocampo

Carlo Magno Paras Santos-ocampo is an Investment Advisor Representative with The High Net Worth Advisory Group, LLC. Carlo Magno Paras Santos-ocampo is a CERTIFIED FINANCIAL PLANNER™ professional. The advisor's current employment is with The High Net Worth Advisory Group, LLC, located in Naples, FL. Carlo Magno Paras Santos-ocampo has 5 years of experience in the industry. The advisor has passed Series 66, SIE, and Series 7 exams. The advisor is registered in Florida, Louisiana and Texas. The advisor also works as a Self Employed Florida Insurance Agent.

Firm Information

Carlo magno Santos-ocampo is currently registered with THE High NET Worth Advisory Group, LLC. THE High NET Worth Advisory Group, LLC is an independent investment advisory firm located in Naples, Florida. They provide financial planning, pension consulting, and portfolio management for individuals, corporations, and charitable organizations. The firm has approximately $769 million in regulatory assets under management.
THE High NET Worth Advisory Group, LLC

8880 TAMIAMI TRAIL NORTH

NAPLES, FL 34108

$769.85M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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general consulting and portfolio review and allocation

General consulting and portfolio review and allocation

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

Percentage of assets under advisement

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Carlo magno Santos-ocampo’s Registration & Firm History

FL

10/05/2020 - Present

THE High NET Worth Advisory Group, LLC (NAPLES FL)

FL

12/22/2015 - 10/02/2020

RAYMOND JAMES & ASSOCIATES, INC. (NAPLES FL)

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Licenses & Designations

BOTH

Issued 02/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlo magno Paras Santos-ocampo.
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