Leaann Moore (CRD# 2658201) is an Investment Advisor Representative working at Principal Securities, Inc. in Lincoln, NE and has over 28 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 4010328
Osaic Wealth, Inc.
CRD# 5639065
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Lincoln, NE | Jul 2018 - Current | 6 |
| Principal Securities Inc. | Lincoln, NE | Jul 2018 - Current | 6 |
| Midlands Financial | Lincoln, NE | Jul 2018 - Current | 6 |
| Unico Group Inc. | Lincoln, NE | Sep 2014 - Current | 9 |
| Unico Midlands, LLC | Lincoln, NE | Nov 2012 - Current | 11 |
| Moore Properties Inc. | Crete, NE | May 2000 - Oct 2018 | 18 |
| Acacia Life Insurance | Bethesda, MD | Oct 2003 - Jul 2018 | 14 |
| Ameritas Investment Corp. | Lincoln, NE | Aug 1995 - Jul 2018 | 22 |
| American Life Insurance Corp. | Lincoln, NE | Oct 1989 - Jul 2018 | 28 |
| Midlands Financial Benefits | Lincoln, NE | Jan 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- NE
- TX
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
-
Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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