Donald LeitzellCRD Number: 1341171
Current Firm: J. W. Cole Advisors, Inc.
Donald Leitzell (CRD# 1341171) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 36 years of experience in the finance industry.
J. W. Cole Advisors, Inc.
Lpl Financial LLC
Mcclarren Financial Advisors
|J.w. Cole Advisors, Inc.||Tampa, FL||Feb 2017 - Current||4|
|Hornor, Townsend & Kent, Inc.||State College, PA||Jul 1998 - Current||23|
|Diversified Asset Planners, Inc.||State College, PA||Jun 1987 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management4,594MILLIONS
Total Number of Accounts19,087ACCOUNTS
Average Account Value$240,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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