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John Walter Leissner

Capfinancial Securities, LLC

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About John Walter Leissner

John Walter Leissner is a financial professional with over 20 years of experience in the industry. John is currently registered with Capfinancial Securities, LLC in Raleigh, NC. John previously worked at Wachovia Securities Financial Network, LLC and Captrust Financial Advisors, LLC. John holds Series 7 and 63 licenses and is a registered representative in North Carolina.

Firm Information

John Leissner is currently registered with Capfinancial Securities, LLC. Capfinancial Securities, LLC is a Limited Liability Company formed on November 21, 2013. The firm is registered with the SEC and in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

91

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 Leissner’s Registration & Firm History

NC

10/20/2003 - Present

Capfinancial Securities, LLC (RALEIGH NC)

MO

06/15/2002 - 10/17/2003

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

NC

05/31/2002 - 06/15/2002

CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 12/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Walter Leissner.
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