Leann Canty (CRD# 4135740) is an Investment Advisor Representative working at Commonwealth Financial Network in Arvada, CO and has over 15 years of experience in the finance industry. Leann Canty 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# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Nov 2020 - Current | 3 |
| Canty's Financial Strategies Inc. | Arvada, CO | Jan 1994 - Current | 30 |
| Avantax Insurance Agency, LLC | Arvada, CO | Oct 2018 - Nov 2020 | 2 |
| National Guardian Life Insurance Company | Woodland Hills, CA | Feb 2018 - Nov 2020 | 2 |
| Avantax Advisory Services | Arvada, CO | Mar 2009 - Nov 2020 | 11 |
| Avantax Investment Services, Inc. | Arvada, CO | May 2000 - Nov 2020 | 20 |
| Cantys Tax And Accounting Inc. | Arvada, CO | Jan 1991 - Dec 2014 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- CO
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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