Latoya
Bagwell

Pruco Securities, LLC

CRD#5593734
Investment Advisor
in Iselin, NJ
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About this Advisor

Latoya Bagwell is an advisor whose office is in Iselin, New Jersey. Currently a registered advisor at Pruco Securities, LLC, Bagwell has 10 years of professional experience as a financial advisor. Bagwell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Bagwell can operate based out of New Jersey. Throughout their career, Bagwell has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Pruco Securities, Td Ameritrade and Prudential Insurance Company Of America. Pruco Securities, LLC is headquartered in Iselin, New Jersey, and has 113 additional brick-and-mortar locations in the country. As a registered advisory firm, Pruco Securities, LLC oversees $6 billion in assets dispersed across 47,024 client accounts and retains more than 2,600 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages one accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Pruco Securities, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

200 Wood Avenue South 3Rd Floor
Iselin, NJ 08830

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$6,255,867,081

NJ Average: $10,121,009,343
Total Number of Employees

2,600

NJ Average: 92
Total Number of Accounts

47,024

NJ Average: 6,978
Average Account Size

$133,036

NJ Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Latoya Bagwell Work History

Latoya has 10 years of experience.

2017 - Present (2 years)

Pruco Securities

2017 - Present (2 years)

Prudential Insurance Company Of America

2016 - 2017 (1 years)

Td Ameritrade

2015 - 2016 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2008 - 2015 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Latoya Bagwell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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