Leah WoodsCRD Number: 7009832
Current Firm: City National Securities, Inc.
Leah Woods (CRD# 7009832) is an Investment Advisor Representative working at City National Securities, Inc. in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
|City National Bank||New York, NY||Jan 2018 - Current||5|
|Sabbatical||New York, NY||Feb 2017 - Jan 2018||< 1|
|Atb Securities Inc.||Calgary,||Aug 2014 - Feb 2017||2|
|Atb Financial||Calgary,||Oct 2013 - Aug 2014||< 1|
|Beauty Is Born Photography||Calgary,||Jul 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management1,513MILLIONS
Total Number of Accounts2,278ACCOUNTS
Average Account Value$664,301
- 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)
AL, AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TN, TX, WA
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