Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Creech is a financial advisor with over 30 years of experience in the industry. Leroy has been registered as a broker-dealer since 1989 and as an investment advisor since 1999. Leroy has a strong track record of success in providing financial advice and investment management services. Currently Leroy works at &partners, LLC and has held previous positions with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, A. G. EDWARDS & SONS, INC., UBS FINANCIAL SERVICES INC., J.C. BRADFORD & CO., and INTERSTATE/JOHNSON LANE CORPORATION. Leroy's areas of expertise include portfolio management, financial planning, and pension consulting. Leroy holds the Series 7, Series 9, Series 10, Series 63 and Series 65 licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
SC
05/10/2024 - Present
&partners (Sumter SC)
SC
01/01/2008 - 05/23/2024
WELLS FARGO CLEARING SERVICES, LLC (SUMTER SC)
SC
05/31/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SUMTER SC)
SC
08/14/2000 - 06/11/2007
UBS FINANCIAL SERVICES INC. (SUMTER SC)
NY
04/23/1991 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
11/22/1989 - 05/03/1991
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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