Leroy Tanker, financial advisor Stone Mountain GA

Leroy Tanker

CRD Number: 2483463
Current Firm: Legacy Wealth Advisors, LLC

Leroy Tanker (CRD# 2483463) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Stone Mountain, GA and has over 29 years of experience in the finance industry. Leroy Tanker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Legacy Wealth Advisors, LLC Stone Mountain, GA Jan 2012 - Current 12
Insurance-non Variable Tucker, GA Mar 2011 - Current 13
Park Mason Brokers Tucker, GA Jan 2011 - Current 13
Leroy Tanker, Cpa Tucker, GA Nov 2005 - Current 18
Benedetti And Gucer, Inc. Atlanta, GA Aug 2013 - Feb 2019 5
Royal Mountain Gold, LLC Tucker, GA Aug 2013 - Dec 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Leroy Tanker
Phone Number: 404-293-8064
Firm Website: http://www.legacygps.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $70,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

GA

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