Unclaimed
Leigh Luther is a registered investment advisor representative with Cypress Capital, LLC in Franklin, TN. Leigh has been working in the financial services industry since 2001. Leigh has experience in providing portfolio management for individuals, businesses, and pooled investment vehicles. Leigh also has experience in financial planning, pension consulting, and providing educational seminars. Leigh has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, the Futures Managed Funds Examination, and the Securities Industry Essentials Examination.
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.
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.
Serve as sub-adviser, provide model portfolios, consulting
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.
A percentage of the total value of assets under management is charged.
1
2
TN
05/27/2020 - Present
Cypress Capital, LLC (FRANKLIN TN)
TN
06/01/2009 - 05/27/2020
MORGAN STANLEY (FRANKLIN TN)
TN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRANKLIN TN)
TN
05/01/2001 - 04/02/2007
MORGAN STANLEY DW INC. (NASHVILLE TN)
BOTH
Issued 05/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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