Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanne? Claim Your ProfileLeanne Ethridge is a registered investment advisor representative in Texas. Leanne has been in the industry since 2005 and has worked for Frost Investment Services since 2022. Leanne holds Series 63, Series 7, and SIE licenses. Leanne specializes in providing financial planning, portfolio management for individuals and businesses. Leanne's other business activity is as a co-owner of Cast & Blast Gals, LLC, an outdoor women's product business.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/27/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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