Lia Cavallo, financial advisor Pensacola FL

Lia Cavallo

CRD Number: 6660160
Current Firm: Lincoln Investment

Lia Cavallo (CRD# 6660160) is an Investment Advisor Representative working at Lincoln Investment in Pensacola, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Jul 2021 - Current < 1
Navy Federal Credit Union Pensacola, FL Mar 2020 - Jul 2021 1
Navy Federal Financial Group, LLC Pensacola, FL May 2017 - Mar 2020 2
Navy Federal Brokerage Services, LLC Pensacola, FL May 2017 - Mar 2020 2
Navy Federal Brokerage Services, LLC Oak Grove, KY Jun 2016 - May 2017 < 1
Navy Federal Financial Group, LLC Oak Grove, KY Jun 2016 - May 2017 < 1
Navy Federal Credit Union Oak Grove, KY Aug 2015 - Apr 2017 1
Fort Campbell Federal Credit Union Clarksville, TN Apr 2014 - Jun 2015 1
Navy Federal Credit Union Columbia, SC Jun 2012 - Apr 2014 1
Austin Peay State University Clarksville, TN Aug 2010 - Aug 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for Lia L. Cavallo
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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