Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh West Zachary is a registered investment advisor representative with Independent Financial Group, LLC, based in The Woodlands, TX. Leigh has been in the financial industry since 1994 and has experience working for firms such as Calton & Associates, Inc. and IMS Securities, Inc. Leigh specializes in providing financial planning, portfolio management, and pension consulting services. Leigh holds Series 7, 31, 63, and 65 licenses and is a registered investment advisor in Texas. Leigh is also a board member for Concept Therapy Institute and an independent contractor for Benefit Concepts Inc. Leigh has a strong understanding of the financial industry and is committed to providing clients with the personalized service and advice they need to reach their financial goals.
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.
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
09/25/2018 - Present
Independent Financial Group, LLC (The Woodlands TX)
TX
11/10/2017 - 09/18/2018
CALTON & ASSOCIATES, INC. (The Woodlands TX)
TX
09/29/2006 - 11/09/2017
IMS SECURITIES, INC. (THE WOODLANDS TX)
TX
01/22/1999 - 10/16/2006
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
12/13/1994 - 01/22/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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