Edilberto CancelCRD Number: 1839801
Current Firm: Advice And Planning Services
Edilberto Cancel (CRD# 1839801) is an Investment Advisor Representative working at Advice And Planning Services in Tampa, FL and has over 18 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Tiaa||Tampa, FL||Feb 2005 - Current||12|
|Tiaa-cref Individual & Institutional Services, LLC||Tampa, FL||Feb 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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