Edilberto Cancel, financial advisor Tampa FL

Edilberto Cancel

CRD 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 25 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Tampa, FL Feb 2005 - Current 19
Tiaa Tampa, FL Feb 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Edilberto Cancel
Phone Number: 212-490-9000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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