Leila DudleyCRD Number: 6006627
Current Firm: Mosaic Wealth Strategies LLC
Leila Dudley (CRD# 6006627) is an Investment Advisor Representative working at Mosaic Wealth Strategies LLC in Greenville, SC and has over 8 years of experience in the finance industry. Leila Dudley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Apex Capital Management LLC
Sei Investments Management Corp
|Mosaic Wealth Strategies, LLC||Columbia, SC||Dec 2014 - Current||6|
|Eagle Strategies LLC||Columbia, SC||May 2014 - Jan 2018||3|
|Nylife Securities LLC||Columbia, SC||Jun 2012 - Jan 2018||5|
|New York Life Insurance Company||Columbia, SC||Nov 2011 - Jan 2018||6|
|The Hudson Financial Group||Columbus, GA||Sep 2012 - Dec 2015||3|
|Unemployed||Pine Mountain, GA||May 2006 - Nov 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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