Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Lyon Moyer is a registered investment advisor representative with Johnson Financial Group LLC and JFG Wealth Management, LLC in Denver, Colorado. Leland has been in the industry since June 2005, and holds the Series 66, Series 7 and SIE licenses. Leland has worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company previously.
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.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
CO
01/26/2015 - Present
Johnson Financial Group LLC (DENVER CO)
CO
06/27/2005 - 01/05/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (DENVER CO)
IN
06/27/2005 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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