John VanderleeuwCRD Number: 1922458
Current Firm: Td Private Client Wealth LLC
John Vanderleeuw (CRD# 1922458) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Coral Gables, FL and has over 12 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Td Private Client Wealth LLC||New York, NY||May 2012 - Current||5|
|Td Wealth Management Services Inc.||New York, NY||May 2010 - Current||7|
|Lpl Financial LLC||Cherry Hill, NJ||Oct 2011 - Jun 2012||< 1|
|Carolina First Securities||Cherry Hill, NJ||Jan 2011 - Jun 2012||1|
|Uvest Financial Services||Charlotte, NC||Jan 2011 - Oct 2011||< 1|
|Td Wealth Management Services Inc.||Mount Laurel, NJ||Jul 2003 - May 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management1,061MILLIONS
Total Number of Accounts1,318ACCOUNTS
Average Account Value$804,695
- A percentage of assets under your management
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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