Colin Leighton (CRD# 7237770) is an Investment Advisor Representative working at Heritage Oak Wealth Advisors in Rogers, AR and has over 3 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Oak Wealth Advisors | Rogers, AR | Oct 2019 - Current | 4 |
| Heritage Oak Wealth Advisors | Rogers, AR | Oct 2019 - Current | 4 |
| Sowell Management | North Little Rock, AR | Mar 2020 - Apr 2023 | 3 |
| Allstone Group | Springdale, AR | Sep 2016 - Sep 2019 | 3 |
| Triad Retail Media | Rogers, AR | Jun 2015 - Aug 2016 | 1 |
| Whyte Spyder | Fayetteville, AR | Apr 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AR
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Total Assets Under Management178MILLIONS
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Total Number of Accounts489ACCOUNTS
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Average Account Value$363,549
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, FL
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