David Leuschen, financial advisor Richmond VA
93 score

David Leuschen

CRD Number: 1286594
Current Firm: Commonwealth Financial Network

David Leuschen (CRD# 1286594) is an Investment Advisor Representative working at Commonwealth Financial Network in Richmond, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement & Estate Investment Services Richmond, VA Apr 2012 - Current 4
Commonwealth Financial Network Waltham, MA May 2009 - Current 7
Johnson & Gilliss Wealth Managment Richmond, VA May 2009 - Apr 2012 2
Anderson & Strudwick, Inc. Richmond, VA Apr 2004 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for David J. Leuschen
Phone Number: 781-736-0700
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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