Tiffany Leroy (CRD# 5388891) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Wesley Chapel, FL and has over 15 years of experience in the finance industry. Tiffany Leroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Wealth Advisory Inc. | Wesley Chapel, FL | Apr 2023 - Current | 1 |
| Charles Schwab & Company, Inc. | Wesley Chapel, FL | May 2020 - Current | 3 |
| Charles Schwab Bank, Ssb | Temple Terrace, FL | May 2020 - Apr 2023 | 2 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - May 2020 | 2 |
| Usaa Financial Advisors, Inc. | Tampa, FL | Dec 2015 - May 2020 | 4 |
| Usaa Financial Planning Services | Tampa, FL | Dec 2015 - May 2020 | 4 |
| Ameriprise Financial Services Inc. | Virginia Beach, VA | Jul 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- FL
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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