Leah Clancy, financial advisor Phoenix AZ
93 score

Leah Clancy

CRD Number: 5404844
Current Firm: Usaa Financial Planning Services

Leah Clancy (CRD# 5404844) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Phoenix, AZ Mar 2013 - Current 3
Usaa Financial Advisors, Inc. Phoenix, AZ Dec 2012 - Current 4
Usaa Investment Management Co Phoenix, AZ Dec 2012 - Mar 2013 < 1
Usaa Life Insurance Company Phoenix, AZ Dec 2012 - Mar 2013 < 1
Barros Pizza Scottsdale, AZ Nov 2011 - Dec 2012 1
Wfg Investments Inc. Peoria, AZ Sep 2007 - Nov 2011 4
Estate Of Affairs Peoria, AZ Jul 2007 - Nov 2011 4
High Profile Realty Peoria, AZ Mar 2007 - Jul 2009 2
Clancy Real Estate Group Phoenix, AZ Mar 2006 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Leah A. Clancy
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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