Lia CavalloCRD 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.
Ameriprise Financial Services, LLC
Fsa Investment Group, LLC
Familywealth Asset Management
|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|
Total Assets Under Management15,287MILLIONS
Total Number of Accounts178,912ACCOUNTS
Average Account Value$85,442
- 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)
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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