Leann Richards, financial advisor State College PA
89 score

Leann Richards

CRD Number: 6196277
Current Firm: Citizens Securities, Inc.

Leann Richards (CRD# 6196277) is an Investment Advisor Representative working at Citizens Securities, Inc. in State College, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Service Corp State College, PA Nov 2013 - Current 3
Citizens Bank Of Pennsylvania State College, PA Nov 2013 - Current 3
Wells Fargo Advisors, LLC Garner, NC May 2013 - Nov 2013 < 1
Wells Fargo Bank Na Garner, NC Aug 2012 - Nov 2013 1
Wireless Solutions Group Garner, NC Jan 2011 - Aug 2012 1
Unemployed Wendell, NC Nov 2010 - Jan 2011 < 1
Kmart Dubois, PA Jun 2008 - Nov 2010 2
Bankers Life And Casualty Tyrone, PA Dec 2007 - Jun 2008 < 1
Pennsylvania State University Dubois, PA Aug 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Leann N. Richards
Phone Number: 1-800-942-8300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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