Latoya Bagwell (CRD# 5593734) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 8 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Financial LLC | Ny, NY | Mar 2024 - Current | < 1 |
| Morgan Stanley | Blue Bell, PA | Sep 2023 - Feb 2024 | < 1 |
| Rockefeller Financial LLC | Hamilton, NJ | Jan 2019 - Sep 2023 | 4 |
| Rockefeller & Co LLC | Hamilton, NJ | Jan 2019 - Sep 2023 | 4 |
| Prudential Insurance Company Of America | Iselin, NJ | Aug 2017 - Jan 2019 | 1 |
| Pruco Securities | Iselin, NJ | Aug 2017 - Jan 2019 | 1 |
| Td Ameritrade | Jersey City, NJ | Jul 2016 - Aug 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Dec 2015 - Jul 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Sep 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- NY
- TX
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Total Assets Under Management51,821MILLIONS
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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