Odette Aguila-Chacon (CRD# 3061422) is an Investment Advisor Representative working at Leucadia Asset Management LLC in Miami, FL and has over 24 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jefferies LLC | Miami, FL | Jun 2015 - Current | 8 |
| Rbc Capital Markets, LLC | Miami, FL | Mar 2014 - Jun 2015 | 1 |
| Barclays Capital Inc. | Miami, FL | Nov 2012 - Mar 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- CA
- CT
- FL
- TX
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Total Assets Under Management5,073MILLIONS
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Total Number of Accounts1,834ACCOUNTS
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Average Account Value$2,766,192
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- 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)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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