Leah Gardiner, financial advisor Wakefield RI
93 score

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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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2014 - Current 2
Usi Consulting Group Glastonbury, CT May 2014 - Current 2
Rockville Bank South Glastonbury, CT Jun 2013 - Current 3
Susquehanna University Selinsgrove, PA Aug 2009 - Current 7
Gardiners Market South Glastonbury, CT Jan 2009 - Current 7
Kingswood Oxford School West Hartford, CT Aug 2005 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Leah A. Gardiner
Phone Number: (401) 782-1222
Registered State(s):
  • MO
  • RI
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
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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