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John Theodore Heath

THE Leaders Group, Inc.

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About John Theodore Heath

John Theodore Heath is a financial advisor at The Leaders Group, Inc., based in Littleton, Colorado. John has been in the financial industry since March 19, 2009. John is registered with FINRA and is licensed to sell securities in Texas. John holds the Series 66, Series 24, Series 7 and SIE licenses.

Firm Information

John Heath is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Heath’s Registration & Firm History

CO

02/09/2017 - Present

THE Leaders Group, Inc. (LITTLETON CO)

TX

08/03/2015 - 01/08/2016

SAGEPOINT FINANCIAL, INC. (CEDAR PARK TX)

NC

12/14/2012 - 10/21/2013

AXA ADVISORS, LLC (RALEIGH NC)

MN

09/10/2007 - 10/25/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

TX

12/07/2005 - 05/29/2007

AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 12/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Theodore Heath.
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