Lucio Vallarta

Lucio graduated from the University of Houston with a degree in Finance. He spent almost a decade in the banking & financial advising industry in Houston, before pursuing a trading career. While working in the banking industry he acquired his Series investments, insurance, and real estate licenses and serviced clients and their investment needs in two of the most affluent neighborhoods of Houston, River Oaks & The Heights. In Q1 2017, he lead the #1 spot for new investments in his market at JPMorgan Chase. Eventually he left JPMorgan Chase to start his own investment advisory firm, The Lamb Financial Planning, which took a fee-for-service approach to financial planning to bring financial advice accessible to the non-accredited investor. During his 3 years of running his registered advisory firm, he advised on an 8-figure portfolio for a CEO of one of the largest moving companies in Houston, along with servicing a book of roughly 40 individual clients on a fee-for-service basis. During the 2020 pandemic he was forced to close down his firm, which is when he started taking more interest in trading. After running into Andrew's book he decided he would give trading a shot as his career. Ever since then he has been a retail trader trading his own account. When not trading or seeking growth as a trader, he can be found reading about history and the study of human behavior, playing soccer, or playing anime card games at the local card shop.