Leroy Isbell (CRD# 865882) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 41 years of experience in the finance industry. Leroy Isbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acrylic Financial, Inc. | Belleville, IL | Sep 2023 - Current | < 1 |
| Wgs | Granite City, IL | Mar 2004 - Current | 20 |
| Wfg | Granite City, IL | Feb 2004 - Current | 20 |
| Nationwide Insurance | Columbus , OH | Jul 1999 - Current | 24 |
| General Agent Center | Scottsdale , AZ | Aug 1998 - Current | 25 |
| Bolton & Company | Louisville, KY | Jul 1997 - Current | 26 |
| Allied Administrators | Kansas City, MO | Aug 1995 - Current | 28 |
| United American Insurance | Mckinney, TX | Aug 1990 - Current | 33 |
| Orion Auto Insurance | Madison, UT | Jan 1989 - Current | 35 |
| Affirmative Insurance Company | Bedford Park, IL | Jun 1988 - Current | 35 |
| Illinois Fair Plan Association | Chicago, IL | Mar 1988 - Current | 36 |
| Special Insurance Services | Springfield, IL | Mar 1987 - Current | 37 |
| Planned Financial Services | Belleville, IL | Mar 1978 - Current | 46 |
| Planned Financial Services | Belleville, IL | Mar 1974 - Current | 50 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management84MILLIONS
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Total Number of Accounts463ACCOUNTS
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Average Account Value$181,789
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AZ, CA, FL, GA, HI, IL, KS, MA, MD, MI, ND, NE, NH, OK, TX, UT, VA
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