Leke Vala, financial advisor Charlotte NC

Leke Vala

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Leke Vala
Phone Number: 212-490-9000
Registered State(s):
  • AL
  • NC
By the Numbers
  • Total Assets Under Management
    30,493
    MILLIONS
  • Total Number of Accounts
    76,553
    ACCOUNTS
  • Average Account Value
    $398,320
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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