Jo-ann La PanCRD Number: 1145680
Current Firm: Benjamin F. Edwards & Company, Incorporated
Jo-ann La Pan (CRD# 1145680) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 15 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Benjamin F Edwards & Company||Melbourne, FL||Feb 2013 - Current||5|
|Ubs Financial Services Inc.||Melbourne, FL||Oct 2007 - Feb 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management5,299MILLIONS
Total Number of Accounts20,728ACCOUNTS
Average Account Value$255,633
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops