Leah Gardiner, financial advisor Wakefield RI

Leah Gardiner

CRD Number: 6414120
Current Firm: Edward Jones

As a Financial Advisor with Edward Jones I enjoy the opportunity to serve individual investors on a one-to-one basis. I take a comprehensive approach by getting to know you, understanding your goals, and developing individualized strategies to help you reach them.

 

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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2014 - Current 6
Usi Consulting Group Glastonbury, CT May 2014 - Current 6
Rockville Bank South Glastonbury, CT Jun 2013 - Current 7
Susquehanna University Selinsgrove, PA Aug 2009 - Current 11
Gardiners Market South Glastonbury, CT Jan 2009 - Current 12
Kingswood Oxford School West Hartford, CT Aug 2005 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Leah A. Gardiner
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • RI
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
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
  • Pension consulting services
  • 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, WY

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Data verified by both the advisor and the public regulatory data.

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