Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Edward Leake is a financial advisor with over 30 years of experience in the industry. Todd has worked with several firms including Prospera Financial Services, Inc. and LinSCO/Private Ledger Corp.. Todd currently works with Advisory Services Network and is registered as an Investment Advisor Representative in Texas. Todd is also licensed to sell insurance in Texas. Todd provides financial planning, selection of other advisors, and portfolio management services to individuals. Advisory Services Network provides financial services to a variety of clients including individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities.
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.
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.
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GA
01/11/2019 - Present
Advisory Services Network (ATLANTA GA)
TX
05/16/2005 - 12/31/2018
PROSPERA FINANCIAL SERVICES, INC. (LUBBOCK TX)
SC
12/20/2002 - 05/17/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
07/26/1999 - 12/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/20/1994 - 07/21/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/25/1988 - 05/03/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 05/14/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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