Leann RichardsCRD 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 4 years of experience in the finance industry.
Courter Financial, LLC
J. W. Cole Advisors, Inc.
|Cco Investment Service Corp||State College, PA||Nov 2013 - Current||4|
|Citizens Bank Of Pennsylvania||State College, PA||Nov 2013 - Current||4|
|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|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, 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