Adam Leach (CRD# 5338729) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Charlotte, NC | Jan 2023 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Charlotte, NC | Jan 2023 - Current | 1 |
| Cygnus Asset Management, LLC | Charlotte, NC | Jan 2023 - Current | 1 |
| Edward Jones | St. Louis, MO | Aug 2016 - Jan 2023 | 6 |
| Wells Fargo Advisors Financial Network, LLC | Charlotte, NC | Apr 2015 - Aug 2016 | 1 |
| A & H Equities, LLC | Waseca, MN | Jan 2006 - Mar 2015 | 9 |
| Investment Centers Of America | Waseca, MN | Nov 2014 - Feb 2015 | < 1 |
| Roundbank | Waseca, MN | Jun 2006 - Feb 2015 | 8 |
| Fintegra, LLC | Minneapolis, MN | May 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- NC
- SC
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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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