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Leda Bonilla

25 Years of Experience
Vienna, VA
Broker

Leda Bonilla is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vienna, VA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

8000 Towers Crescent Drive, 13th Floor, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Leda is an independent contractor and owner of My Wealth Management, LLC, which supports her Raymond James independent business, taking about half of her time. She is also the president of Networking Women in Business and involved in her family's business, Prinecss Yazz Home Services, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2019 - Present · 7 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2009 - February 2019 · 10 yrs
Ameriprise Financial Services, INC.Broker
February 2009 - February 2019 · 10 yrs
Citigroup Global Markets INC.
July 2001 - February 2009 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
March 2001 - February 2009 · 7 yrs 11 mos
State Registrations14 states
ALCADCFLILMAMDMEMONCNHTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Leda Bonilla - Financial Advisor | TrueAdvisor