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Marcela Hallman

17 Years of Experience
Plantation, FL
Broker

Marcela Hallman is a registered investment advisor at Jefferies Investment Advisers LLC, based in Plantation, FL, with 17 years of industry experience. Marcela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

Plantation, FL

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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

Marcela works as a fitness consultant entrepreneur, dedicating about a quarter of her time to this activity. She also receives rental income from real estate, spending minimal time on this endeavor.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2024 - Present · 2 yrs
Jefferies LLC
May 2024 - Present · 2 yrs
Jefferies LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Bradesco Global Advisors
September 2023 - March 2024 · 6 mos
Bradesco Investments INC.Broker
August 2015 - March 2024 · 8 yrs 7 mos
Tct Securities & Derivatives, LLCBroker
August 2013 - December 2013 · 4 mos
Souza Barros Securities, INCBroker
June 2010 - August 2011 · 1 yr 2 mos
Direct Access Partners LLCBroker
July 2009 - March 2010 · 8 mos
Citigroup Global Markets INC.
February 2008 - February 2009 · 1 yr
Citigroup Global Markets INC.Broker
October 2007 - February 2009 · 1 yr 4 mos
Dominick & Dominick LLCBroker
September 2004 - October 2007 · 3 yrs 1 mo
First Security Investments, INC.Broker
January 2004 - September 2004 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.