![Thomas Leece, financial advisor Clifton Park NY](/img/ws/profile-blank-sq.png)
Thomas Leece (CRD# 5521960) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 15 years of experience in the finance industry.
![Lawrence Agler, financial advisor Clifton Park NY](/img/ws/profile-blank-sq.png)
CRD# 1476297
Lpl Financial LLC
![Stacy Akaka, financial advisor Clifton Park NY](/img/ws/profile-blank-sq.png)
CRD# 6561717
Morgan Stanley
![Kollin Allard, financial advisor Clifton Park NY](/img/ws/profile-blank-sq.png)
CRD# 6468527
Atlas Private Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments, Inc. | Clifton Park, NY | Jun 2008 - Current | 16 |
Primerica Financial Services | Clifton Park, NY | Nov 2007 - Current | 16 |
New York State Labor Dept. | Albany, NY | Jan 2004 - Nov 2015 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
- NY
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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