Best-in-State · rank 46 · Huntsville, Alabama · listed firm: Raymond James & Associates
Identity & firm
- Firm — Raymond James & Associates (high)
- “Luis primarily works directly with clients who have complex assets – business owners – and high-income employees like senior executives.” — firm_official
- Parent company — Raymond James Financial, Inc. (high)
- “currently employed by and registered with the following Firm(s): IA RAYMOND JAMES & ASSOCIATES, INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “currently employed by and registered with the following Firm(s): IA RAYMOND JAMES & ASSOCIATES, INC.” — sec_finra_regulatory
- Team name — Madison Street Wealth Advisors (high)
- “Madison Street Wealth Advisors of Raymond James” — firm_official
- Team size — gap: not_found_after_search
- CRD — 2554908 (high)
- “Individual CRD Number: 2554908” — sec_finra_regulatory
- Years experience — 31 (high)
- “more than 26 years' experience in the financial services industry helping clients strategically pursue their goals” — firm_official
- “31 years of industry experience in financial securities (since 1995)” — sec_finra_regulatory
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 3000 (high)
- “Team Assets (Custodied): $3B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business: $2M” — forbes_shook
- Typical client net worth ($M) — 127.5 (high)
- “Typical Net Worth of Relationships: $5-250M” — forbes_shook
- Client niche — business owners and high-income executives with complex assets (high)
- “Luis primarily works directly with clients who have complex assets – business owners – and high-income employees like senior executives.” — firm_official
- Custodians — not_applicable (high)
- “currently employed by and registered with the following Firm(s): IA RAYMOND JAMES & ASSOCIATES, INC.” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.raymondjames.com/madisonstreetwealthadvisors/ (high)
- “Madison Street Wealth Advisors of Raymond James” — firm_official
- Value proposition (verbatim) — direct, matter-of-fact communication when working with both colleagues and clients, believing it's best to avoid confusion when talking about concerns as essential as one's personal financial well-being (high)
- “direct, matter-of-fact communication when working with both colleagues and clients, believing it's best to avoid confusion when talking about concerns as essential as one's personal financial well-being” — firm_official
- Differentiators — Risk-focused investment approach, Complex asset management for business owners, Institutional investment process training, Investment model research and diligence, Cohesive vision to client investment process (high)
- “Luis has a commitment to providing a cohesive vision to the client investment process” — firm_official
- “committed to investment diligence and plays a significant role in maintaining, researching and updating the practice's investment models” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/luis-garcia-288a09103/ (high)
- “LinkedIn Profile: https://www.linkedin.com/in/luis-garcia-288a09103/” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “LinkedIn Profile: https://www.linkedin.com/in/luis-garcia-288a09103/” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2022, Forbes Best-in-State Wealth Advisors 2025 (#43), Forbes Best-in-State Wealth Advisors 2026 (#46) (high)
- “Luis Garcia was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors and is ranked #43 on Forbes' 2025 Best-In-State Wealth Advisors list” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — Raymond James corporate branding; no distinct team visual identity observed (medium)
- “Madison Street Wealth Advisors of Raymond James” — firm_official