Leah Brooks (CRD# 5587158) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Durant, OK and has over 15 years of experience in the finance industry.
CRD# 4746003
Edward Jones
CRD# 4140477
Edward Jones
CRD# 4403668
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Durant, OK | Oct 2023 - Current | < 1 |
| Gaddis Premier Wealth Advisors LLC | Durant, OK | Oct 2023 - Current | < 1 |
| Securities America, Inc. | Durant, OK | Apr 2017 - Oct 2023 | 6 |
| Securities America Advisors | Durant, OK | Apr 2017 - Oct 2023 | 6 |
| Raymond James Financial Services, Inc. | Durant, OK | Oct 2015 - Apr 2017 | 1 |
| Raymond James Financial Services Advisors, Inc. | Durant, OK | Oct 2015 - Apr 2017 | 1 |
| Cetera Investment Advisers, LLC | Durant, OK | Jan 2014 - Oct 2015 | 1 |
| Cetera Investment Services, LLC | St. Cloud, MN | Feb 2011 - Oct 2015 | 4 |
| Landmark Bank | Durant, OK | Feb 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
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- OK
- TX
-
Total Assets Under Management227MILLIONS
-
Total Number of Accounts1,677ACCOUNTS
-
Average Account Value$135,192
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, CA, CO, FL, IL, KS, LA, NE, NM, OK, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.