Bart Leach (CRD# 4428751) is an Investment Advisor Representative working at Wells Fargo Advisors in Boise, ID and has over 22 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Boise, ID | Oct 2014 - Current | 9 |
| Bank Of America, Na | Boise, ID | Sep 2009 - Oct 2014 | 5 |
| Merrill Lynch | Boise, ID | Jul 2001 - Oct 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
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