Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Tanker is a registered investment advisor representative with Legacy Wealth Advisors, LLC, based in Tucker, Georgia. Leroy has been in the financial services industry since 1994 and is a Certified Financial Planner. Leroy specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Leroy is also a licensed insurance agent and a real estate agent. Leroy's firm, Legacy Wealth Advisors, LLC, manages approximately $2,133,800 in assets for 30 clients. The firm provides financial planning, pension consulting, and portfolio management services. The firm primarily serves high-net-worth individuals and corporations, as well as other businesses.
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.
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.
Solicitor fees
1
2
GA
03/05/2018 - Present
Legacy Wealth Advisors, LLC (TUCKER GA)
GA
02/24/2012 - 08/21/2013
HARBOR FINANCIAL SERVICES, LLC (TUCKER GA)
GA
11/18/2005 - 02/27/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (TUCKER GA)
NJ
10/27/2000 - 12/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/07/1994 - 11/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/07/1994 - 08/08/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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