Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Barron is a registered representative with LPL Financial LLC in Cisco, Texas. Leeann has been in the financial industry since June 2006. She is a licensed agent in six states, including Arizona, Arkansas, Florida, New York, and Texas. Leeann has passed the Series 63, Series 66, Series 7 and SIE exams. She has worked for Edward Jones and LPL Financial LLC. In addition to her work as a financial advisor, Leeann is also a tax preparer and owns her own tax 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
02/12/2014 - Present
LPL Financial LLC (CISCO TX)
TX
09/28/2009 - 01/06/2014
EDWARD JONES (CISCO TX)
MO
06/08/1995 - 09/25/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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