LC
Lucas C. Coutinho
BANKSHOP
MIAMI, FL 33131
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CRD#: 7199055
LC
Lucas Cambraia Bahia CoutinhoBANKSHOP
Professional summary
Lucas Cambraia Bahia Coutinho is a registered financial advisor currently at BANKSHOP, LLC located in Miami, Florida.
Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Lucas has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Cambraia Bahia Coutinho's 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®
NoneExperience
Current
June 4, 2020 - Present
BANKSHOP, LLC
Office #1: 1110 Brickell Ave. Suite 200, Miami, FL 33131Office #2: 1110 Brickell Avenue Ste 310, Miami, FL 33131RIA
CRD#: 306387
MIAMI, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(6/4/2020)
IAR
Texas(6/12/2026)
Current Firm
BL
BANKSHOP, LLC
BANKSHOP, LLC
CRD#: 306387 / SEC#: 801-117853
RIA
Registered Investment Advisory firm - (5/11/2021 Terminated)Florida
Registered Investment Advisory firm - (3/12/2021 Approved)Loading...
Contact information
Main Address
1110 Brickell Ave. Suite 200, Miami, FL 33131
Mailing Address
Phone number
(954) 256-6259
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 303 |
| AUM (Assets Under Management) | $ 37,328,014 |
Red Flags
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