Sheila Leeds, financial advisor American Fork UT
90 score

Sheila Leeds

CRD Number: 6024989
Current Firm: Transamerica Financial Advisors, Inc.

Sheila Leeds (CRD# 6024989) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in American Fork, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Heartland Institute Of Financial Education Greenwood Village, CO Dec 2015 - Current 1
Advanced Surgical Port Orange, FL Mar 2013 - Current 3
World Financial Group, Inc. Orem, UT Feb 2012 - Current 4
Transamerica Financial Advisors, Inc. Orem, UT Feb 2012 - Current 4
University Of Utah Hospital Salt Lake City, UT Nov 2010 - Apr 2012 1
Mckay Dee Hospital Ogden, UT Jun 1997 - Nov 2010 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Sheila C. Leeds
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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