Carla PolkCRD Number: 1789764
Current Firm: Usaa Financial Planning Services
Carla Polk (CRD# 1789764) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 23 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Usaa Financial Advisors, Inc.||Tampa, FL||Dec 2009 - Current||8|
|Usaa Financial Planning Services||Tampa, FL||Dec 2009 - Current||8|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Nov 2005 - Dec 2009||4|
|Usaa Financial Planning Services||Phoenix, AZ||Nov 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1994|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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