Layla CavalcantiCRD Number: 6167103
Current Firm: Prudential Financial Planning Services
Layla Cavalcanti (CRD# 6167103) is an Investment Advisor Representative working at Prudential Financial Planning Services in Deerfield Beach, FL and has over 8 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Pruco Securities LLC||Deerfield Beach, FL||Sep 2014 - Current||7|
|The Prudential Insurance Company Of America||Deerfield Beach, FL||Sep 2014 - Current||7|
|Wells Fargo Advisors, LLC||Deerfield Beach, FL||Apr 2013 - Jun 2014||1|
|Wells Fargo Bank Na||Coconut Creek, FL||Feb 2012 - Jun 2014||2|
|Prudential Florida Realty||Fort Lauderdale, FL||Jun 2011 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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