Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo McRae is a financial advisor with over 19 years of experience in the financial services industry. Currently, Leo is registered with Cambridge Investment Research Advisors, Inc. Leo has previously held positions with International Assets Advisory, LLC, Kingswood Capital Partners, LLC, Edward Jones, Allmerica Investments, Inc., and Century Investors of America, Inc. Leo holds a Series 6, 7, 63, 65 and 66 licenses. Leo is a registered investment advisor representative in Washington.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WA
07/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Vancouver WA)
WA
03/09/2021 - 07/06/2024
INTERNATIONAL ASSETS ADVISORY, LLC (VANCOUVER WA)
CA
02/11/2021 - 03/01/2021
KINGSWOOD CAPITAL PARTNERS, LLC (SAN DIEGO CA)
WA
08/09/2007 - 11/27/2020
EDWARD JONES (VANCOUVER WA)
MA
10/18/1993 - 09/27/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
06/21/1993 - 10/20/1993
CENTURY INVESTORS OF AMERICA, INC.
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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