Unclaimed
Leland Brent Nunnally is a financial advisor currently registered with Cetera Investment Advisers LLC. Leland has been in the financial services industry since October 15, 2002. Leland is also the president/owner of Towerhouse Financial, which is the DBA brand name for Leland's investment practice. Leland has experience with both Edward Jones and LPL Financial LLC. Leland has been active in the financial services industry for over 20 years. Leland's experience includes fixed insurance, financial planning, pension consulting, and portfolio management for individuals and businesses. Leland is a registered representative with the State of Texas.
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.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (MCKINNEY TX)
TX
02/14/2014 - 03/13/2020
LPL FINANCIAL LLC (MCKINNEY TX)
CO
07/27/2007 - 02/20/2014
EDWARD JONES (FIRESTONE CO)
CO
04/02/2004 - 08/06/2007
A. G. EDWARDS & SONS, INC. (LONGMONT CO)
MO
10/15/2002 - 04/05/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 1/7/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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