Lauro CancelaCRD Number: 5902710
Current Firm: Efg Capital Advisors Inc.
Lauro Cancela (CRD# 5902710) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Efg Capital Advisors Inc.||Miami, FL||May 2014 - Current||3|
|Efg Capital International Corp||Miami, FL||Feb 2013 - Current||4|
|Safra National Bank Of New York||New York, NY||Nov 2010 - Jan 2013||2|
|Safdie Gestad Padrim||Sao Paulo,||Sep 2009 - Oct 2010||1|
|Hsbc Bank||Geneve,||Jan 2007 - Jun 2009||2|
|Banco Santander Suisse||Geneve,||May 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management1,300MILLIONS
Total Number of Accounts413ACCOUNTS
Average Account Value$3,148,395
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, CA, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, MO, NC, NY, OK, PA, SC, TX, VA