Leanne Fee (CRD# 4664019) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 17 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stewardship Advisors, LLC | Mount Joy, PA | Jan 2018 - Current | 6 |
| Private Client Services | Louisville, KY | Feb 2018 - Oct 2018 | < 1 |
| Ameriprise Financial Services, Inc. | Elizabethtown, PA | May 2012 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- PA
-
Total Assets Under Management321MILLIONS
-
Total Number of Accounts1,509ACCOUNTS
-
Average Account Value$212,845
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, PA, TX
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