Kayla Sullivan, financial advisor Las Vegas NV

Kayla Sullivan

CRD Number: 6569128
Current Firm: Wells Fargo Clearing Services, LLC

Kayla Sullivan (CRD# 6569128) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Las Vegas, NV and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Las Vegas, NV Oct 2018 - Current 3
Fidelity National Financial Jacksonville, FL Apr 2017 - Sep 2018 1
Fidelity Brokerage Services LLC Jacksonville, FL Oct 2015 - Apr 2017 1
Phh Mortgage Corporation Jacksonville, FL Feb 2015 - Oct 2015 < 1
Forever 21 Jacksonville, FL Oct 2010 - Apr 2015 4
University Of North Florida Jacksonville, FL Jun 2010 - Dec 2014 4
Vans Jacksonville, FL Mar 2012 - Jul 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
Contact Info for Kayla L. Sullivan
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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