Unclaimed
Darla LeBlanc is a financial advisor with over 20 years of experience in the industry. She is currently registered with Osaic Institutions, Inc., a firm that provides financial planning and investment advisory services. Darla has a wide range of experience working with individuals, businesses, and charitable organizations. She is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
TN
10/12/2010 - Present
Osaic Institutions, Inc. (CHURCH HILL TN)
TN
06/09/2010 - 10/12/2010
UVEST FINANCIAL SERVICES GROUP, INC. (ROGERSVILLE TN)
TN
02/19/2008 - 03/08/2010
U.S. BANCORP INVESTMENTS, INC. (CHURCH HILL TN)
TN
10/01/2003 - 02/05/2008
UVEST FINANCIAL SERVICES GROUP, INC. (KINGSPORT TN)
TN
11/06/2002 - 10/01/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 03/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Darla Leblanc is the right advisor for you? Invested Better is here to help.