Eileen Mouly, financial advisor Davie FL

Eileen Mouly

CRD Number: 1439064
Current Firm: Mouly Financial Management, Inc.

Eileen Mouly (CRD# 1439064) is an Investment Advisor Representative working at Mouly Financial Management, Inc. in Davie, FL and has over 37 years of experience in the finance industry. Eileen Mouly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Supreme Alliance LLC West Palm Beach, FL May 2019 - Current 4
Mouly Financial Managment Inc. Davie, FL Jan 1991 - Current 33
Singer Xenos Securities Corp Coral Gables, FL Jun 2014 - May 2019 4
Diversified Capital Corporation Miami, FL Jun 1996 - Jun 2014 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Contact Info for Eileen L. Mouly
Phone Number: 954-416-1776
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $572,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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