Woodroe Leach, financial advisor Clinton MD
93 score

Woodroe Leach

CRD Number: 1008896
Current Firm: Money Concepts Advisory Service

Woodroe Leach (CRD# 1008896) is an Investment Advisor Representative working at Money Concepts Advisory Service in Clinton, MD and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Fort Washington, MD Jan 1990 - Current 26
Chesapeake Life Alexandria, VA Oct 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1981
S65 NASAA Investment Advisors Law Examination Dec 1993
Contact Info for Woodroe Leach
Phone Number: 561-472-2000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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