Kaleb Legg (CRD# 7048032) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lafayette, LA and has over 4 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 2689932
Lifemark Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Lafayette, LA | Oct 2019 - Current | 4 |
| Pruco Securities, LLC | Lafayette, LA | Nov 2018 - Current | 5 |
| Performance Contractors, Inc. | Baton Rouge, LA | Mar 2017 - Nov 2018 | 1 |
| Louisiana State University | Baton Rouge, LA | Aug 2011 - May 2017 | 5 |
| Mmr Group | Baton Rouge, LA | Mar 2015 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- LA
- TX
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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, WY
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