Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Anderson Bizzell is an investment advisor representative with Keel Point, LLC based in Brentwood, TN. Leroy has been in the financial services industry since 1999. Leroy holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Leroy has previous experience with WFG Investments, Inc. and VALIC Financial Advisors, Inc. In addition to Keel Point, LLC, Leroy is registered to provide investment advisory services in Alabama, California, Florida, Georgia, Illinois, North Carolina, Ohio, South Carolina, Tennessee, Texas, and West Virginia. Leroy's areas of specialization include providing financial planning, portfolio management for businesses and individuals, and consulting services to third-party RIAs.
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.
Consulting service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
12/27/2016 - Present
Keel Point, LLC (Brentwood TN)
TN
04/20/2010 - 12/27/2016
WFG INVESTMENTS, INC. (BRENTWOOD TN)
TN
11/10/1999 - 05/03/2010
VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)
TX
11/10/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 09/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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