Daniel Leach, financial advisor Naples FL
93 score

Daniel Leach

CRD Number: 1015533
Current Firm: Cetera Advisors LLC

Daniel Leach (CRD# 1015533) is an Investment Advisor Representative working at Cetera Advisors LLC in Naples, FL and has over 31 years of experience in the finance industry.

Similar Advisors
Paul Marinelli, financial advisor Naples FL
Paul J. Marinelli
CRD# 4670011
Riverglades Family Offices, LLC
Score
103
Similar Advisors
J. Dak Hartsock, financial advisor Naples FL
J. Dak Hartsock
CRD# 5864610
Aci Wealth Advisors
Score
100
Similar Advisors
Matthew Mathias, financial advisor Naples FL
Matthew W. Mathias
CRD# 2523013
Mwm Investment Consulting, LLC
Score
100
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 3
#ia Associated Financial Planners, Inc. Bellevue, WA Apr 1995 - Current 21
Multi-financial Securities Corporation Denver, CO Jan 2004 - Dec 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Nov 1993
Contact Info for Daniel V. Leach
Phone Number: 800-929-3485
Registered State(s):
  • FL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.