Robin Leach, financial advisor Sullivan MO
93 score

Robin Leach

CRD Number: 5458613
Current Firm: Edward Jones

Robin Leach (CRD# 5458613) is an Investment Advisor Representative working at Edward Jones in Sullivan, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2010 - Current 6
Willow House/southern Living Birmingham, AL Mar 2010 - Dec 2010 < 1
Gasconade County R-ii School District Owensville, MO Feb 2009 - May 2010 1
Edward Jones Owensville, MO Feb 2009 - Jan 2010 < 1
Solomon Financial Owensville, MO Sep 2008 - Dec 2008 < 1
Edward Jones Owensville, MO Nov 2007 - Sep 2008 < 1
Working Spaces St. Louis, MO May 2007 - Nov 2007 < 1
Legends Bank Owensville, MO Jun 2005 - Jun 2007 2
Maryville University Of St. Louis St. Louis, MO Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Robin M. Leach
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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