Carlo BentleyCRD Number: 5307486
Current Firm: Prospera Financial Services, Inc.
Carlo Bentley (CRD# 5307486) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Lafayette, LA and has over 9 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Prospera Financial||Dallas, TX||Jan 2007 - Current||10|
|Full Time Student||Broussard, LA||Jan 1997 - Jan 2007||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management1,366MILLIONS
Total Number of Accounts6,381ACCOUNTS
Average Account Value$214,022
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV