Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leach is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC and holds a variety of licenses and certifications, including Series 6, 7, 24, 51 and 66. Robert's experience includes previous employment with RAYMOND JAMES FINANCIAL SERVICES, INC., and SUNTRUST SECURITIES, INC. Robert provides financial planning, investment management, and consulting services to individuals, families, and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
05/06/2013 - Present
LPL Financial LLC (ALBANY GA)
GA
10/19/2001 - 06/19/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY GA)
GA
07/21/1998 - 11/16/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
09/08/1997 - 10/09/1997
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 08/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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