Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Michele Leekey is an Investment Advisor Representative at Allworth Financial, LP. Dawn has been in the financial services industry for 22 years, and is registered in California. Dawn is a flight attendant for American Airlines, which she has been doing since 1998. Allworth Financial, LP provides a range of investment advisory services, including financial planning, portfolio management for businesses and individuals, and publication of periodicals. Dawn specializes in providing financial planning advice to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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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CA
06/23/2020 - Present
Allworth Financial, LP (FOLSOM CA)
Active
Inactive
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