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LA

Luis F. Arango

TRUIST ADVISORY SERVICES
CORAL GABLES, FL 33134
Some features on this profile are disabled
CRD#: 4689672
LA

Professional summary


Luis Fernando Arango, who also goes by Lou Arango, Luis Fernando Arango Jr, Luis Fernando Arango, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Coral Gables, Florida and TRUIST INVESTMENT SERVICES, INC. located in Coral Gables, Florida.

Luis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Luis has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lou Arango | Luis Fernando Arango Jr | Luis Fernando Arango

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BRIGHTER DAYS PPEC POSITION: Owner/Partner NATURE: Brighter days is a school for children with special needs. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2022 ADDRESS: Melbourne FL, United States DESCRIPTION: This is a family business with my sister and brother-in-law. I am investing in the business but will not be involved in day-to-day operations. LUMARA HOLDINGS LLC POSITION: Owner NATURE: Personal holding company that will own the shares of the Brighter Days PPEC school. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2022 ADDRESS: Miami FL, United States DESCRIPTION: It's a personal Holding company that will be used for capital injections and the receipt of dividends for the Brighter days PPEC school. JUNIOR ACHIEVEMENT OF MIAMI POSITION: Board Member NATURE: JA is a non-profit organization that focuses on delivering financial literacy to students in underserved communities. It's national organization and i will be serving on the executive board of the Miami Chapter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/21/2024 ADDRESS: Miami FL, United States DESCRIPTION: Attend 4 board meetings a year. Also help drive Truist Teammate engagement in volunteer events. BRIGHTER DAYS PPEC OF PALM BAY POSITION: CEO NATURE: Brighter days is a PPEC which is a Prescribed Pediatric Extended Care Facility. This is the second location to Brighter Days PPEC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2024 ADDRESS: Palm Bay FL, United States DESCRIPTION: This is jointly owned with my sister and brother-in-law; I am not involved in day-to-day operations. I occasionally review financials to track performance. BEHAVIOR HEIGHTS, CORP POSITION: CFO NATURE: Behavior therapy business to support Brighters days PPEC which is an approved OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2023 ADDRESS: Palm Bay FL, United States DESCRIPTION: This is jointly owned with my sister and brother-in-law and they run the day-to-day operations. BRIGHTER DAYS TRANSPORTATION SERVICES LLC POSITION: Owner NATURE: Transportation service for Brighter Days PPEC which is an approved OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2023 ADDRESS: Melbourne FL, United States DESCRIPTION: This is jointly owned with my sister and Brother-in-law and they run the business.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Luis Fernando Arango's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 31, 2016 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 201 Alhambra Cir Fl 14, Coral Gables, FL 33134
RIA
CRD#: 283390
CORAL GABLES, FL
Current

August 13, 2003 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 201 Alhambra Cir Ste 1402, Coral Gables, FL 33134
BD
CRD#: 17499
CORAL GABLES, FL
Past

December 23, 2019 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

December 9, 2019 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

April 1, 2004 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
FORT LAUDERDALE, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/7/2008)
RR
Florida
(10/18/2005)
IAR
Florida
(8/31/2016)
RR
Georgia
(9/12/2003)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/11/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
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Contact information


Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

Regulatory assets under management


Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
03/28/2024
04/26/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Coral Gables, FL 33134

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