Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Mcnary Leach is a financial advisor registered with the state of Maryland. Andrew is currently employed by Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Andrew has been working in the financial industry since 2013. Andrew is a Certified Financial Planner and specializes in providing financial planning, pension consulting, and selection of other advisors. Andrew also offers portfolio management services for businesses and individuals. Andrew is a licensed investment advisor and holds a Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
03/01/2018 - Present
Buckingham Strategic Wealth, LLC (BETHESDA MD)
IA
Issued 12/04/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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