Kayla Weeks (CRD# 6081177) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaumont, TX and has over 10 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Beaumont, TX | Aug 2023 - Current | < 1 |
| Bank Of America, N.a. | Beaumont, TX | Jul 2013 - Aug 2023 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaumont, TX | May 2012 - Aug 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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