Charles Leapley, financial advisor Raleigh NC

Charles Leapley

CRD Number: 5425177
Current Firm: Osaic Wealth, Inc.

Charles Leapley (CRD# 5425177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Raleigh, NC Nov 2023 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Morrisville, GA Apr 2011 - Current 12
Fsc Securities Corporation Raleigh, NC Nov 2011 - Nov 2023 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Charles R. Leapley
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MD
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, WY

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