George Leach (CRD# 4084422) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Latitude Advisors,llc | Vero Beach, FL | Nov 2009 - Current | 14 |
Gwn Securities,inc. | Palm Beach Gardens, FL | Oct 2009 - Current | 14 |
Leach Company, Pa, Cpa | Tampa, FL | Apr 1984 - Current | 40 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- FL
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Total Assets Under Management340MILLIONS
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
- 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)
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
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