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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Bennett is a financial advisor with Westwood Wealth Management, a firm with offices in Dallas and Houston. Leah has been in the financial services industry since 1992 and has a wide range of experience in investment management and financial planning. Leah is also a CFA charterholder.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Robo advisory platform
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/26/2017 - Present
Westwood Wealth Management (Houston TX)
IN
11/01/2000 - 12/11/2000
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
TX
04/15/1997 - 11/01/2000
AMERIPRIME FINANCIAL SECURITIES, INC. (SOUTHLAKE TX)
CA
08/03/1993 - 08/07/1995
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
03/24/1992 - 11/16/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/24/1992 - 11/16/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 03/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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