Leke ValaCRD Number: 6739210
Current Firm: Advice And Planning Services
Leke Vala (CRD# 6739210) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Aug 2018 - Current||2|
|Tiaa||Charlotte, NC||Aug 2018 - Current||2|
|Vanguard Group, Inc.||Charlotte, NC||Jun 2017 - Aug 2018||1|
|Rose Chauffeured Transportation||Charlotte, NC||Oct 2013 - Jun 2017||3|
|University Of North Carolina At Charlotte||Charlotte, NC||Aug 2015 - May 2017||1|
|Wells Fargo||Charlotte, NC||Dec 2016 - Apr 2017||< 1|
|Central Piedmont Community College||Charlotte, NC||Aug 2013 - Jul 2015||1|
|Unemployed||Charlotte, NC||Mar 2013 - Aug 2013||< 1|
|Aquavit||New York, NY||Aug 2012 - Mar 2013||< 1|
|Eataly Nyc||New York, NC||Apr 2012 - Jul 2012||< 1|
|Dean And Deluca||New York, NY||Jan 2012 - Apr 2012||< 1|
|Valbin Corporations||Bethesda, MD||Aug 2008 - Dec 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2017|
|S66||NASAA Uniform Combined State Law Examination||May 2020|
Total Assets Under Management30,493MILLIONS
Total Number of Accounts76,553ACCOUNTS
Average Account Value$398,320
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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