Unclaimed
Juan Antonio Landa is an investment advisor representative with Luther King Capital Management Corp. Juan Antonio is registered with the state of Texas as an investment advisor representative. Juan Antonio Landa has been in the industry since November 2004. Juan Antonio Landa provides investment advice to a variety of clients including high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Investment consulting services/non-discretionary investment advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/07/2022 - Present
Luther King Capital Management Corp. (FORT WORTH TX)
TX
09/13/2017 - 01/10/2022
AVALON WEALTH MANAGEMENT LLC (San Antonio TX)
BC
Issued 10/31/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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