Andrew LeachCRD Number: 6236301
Current Firm: Ark Financial Services, LLC
Andrew Leach (CRD# 6236301) is an Investment Advisor Representative working at Ark Financial Services, LLC in Bethesda, MD and has over 4 years of experience in the finance industry. Andrew Leach 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.
David Wealth Management, LLC
Palatine Advisors, Inc.
Commonwealth Financial Network
|Ark Financial Services, LLC||Bethesda, MD||Jan 2013 - Current||5|
|Sport Fair, Inc.||Arlington, VA||Apr 2008 - Jan 2013||4|
|Friends Of Mark Warner||Alexandria, VA||Feb 2008 - Apr 2008||< 1|
|Sport Fair, Inc.||Arlington, VA||May 2007 - Feb 2008||< 1|
|Beloit College||Beloit, WI||Aug 2003 - May 2007||3|
|Sport Fair, Inc.||Arlington, VA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management129MILLIONS
Total Number of Accounts137ACCOUNTS
Average Account Value$940,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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