Leigh Harris (CRD# 1976546) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 20 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 3215428
Charles Schwab & Company, Inc.
CRD# 6783693
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jul 2018 - Current | 5 |
| Horace Mann Companies | Springfield, IL | Apr 2017 - Apr 2018 | 1 |
| Horace Mann Investors, Inc. | Springfield, IL | Apr 2017 - Apr 2018 | 1 |
| Unemployed | Midland, NC | Feb 2015 - Apr 2017 | 2 |
| The Vanguard Group, Inc. | Charlotte, NC | Sep 2003 - Feb 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
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- NC
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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