William Leitch, financial advisor Portland OR
93 score

William Leitch

CRD Number: 5505940
Current Firm: Primerica Advisors

William Leitch (CRD# 5505940) is an Investment Advisor Representative working at Primerica Advisors in Portland, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Portland, OR Jan 2013 - Current 3
Primerica Financial Services Portland, OR Nov 2012 - Current 4
Employers Overload Willsonville, OR Mar 2012 - Current 4
Transamerica Financial Advisors, Inc. Portland, OR Jan 2012 - Nov 2012 < 1
World Financial Group, Inc. Portland, OR Feb 2011 - Nov 2012 1
Investment Advisors International, Inc. Portland, OR Aug 2011 - Jan 2012 < 1
World Group Securities, Inc. Portland, OR Feb 2011 - Jan 2012 < 1
Pfs Investments Inc. Portland, OR Dec 2008 - Feb 2011 2
Primerica Financial Services Portland, OR Oct 2003 - Feb 2011 7
St. Anthony Church Tigard, OR Aug 2004 - Nov 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for William Leitch
Phone Number: 800-544-5445
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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