Rodrigo Luque Monroy
Professional summary
Rodrigo Luque Monroy, who also goes by Rodrigo Luque, Monroy, is a registered financial professional currently at PRIVATE PORTFOLIO, INC. located in La Jolla, California.
Rodrigo is registered as a RR (Registered Representative) and started their career in finance in 2005. Rodrigo has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Rodrigo Luque Monroy's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 29, 2014 - Present
PRIVATE PORTFOLIO, INC.
Office #1: 7816 Ivanhoe Ave. Ste #10, La Jolla, CA 92037November 2, 2005 - December 14, 2007
LEVELX CAPITAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
PRIVATE PORTFOLIO, INC.
CRD#: 36644 / SEC#: 801-69346, 8-47421
Contact information
FINRA licenses (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 91,500,000 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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