Karla Avecillas
Karla Avecillas is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Karla operates Legacy Retirement Plan Advisors as a DBA for her LPL business, dedicating nearly full-time hours to it. She also owns a tutoring and pet-sitting business, spending minimal time on it, and sells items on eBay, also spending minimal time. Karla is also involved with Legacy Wealth Management, selling non-variable insurance.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
LPL Financial LLCBroker
State Registrations2 states
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