Todd LearyCRD Number: 6147631
Current Firm: Foresters Advisory Services, LLC
Todd Leary (CRD# 6147631) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in West Chester, OH and has over 5 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Management
|Foresters Advisory Services||West Chester, OH||Nov 2016 - Current||1|
|Foresters Financial Services||West Chester, OH||Oct 2016 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Lincoln, NE||Dec 2012 - Aug 2016||3|
|Waddell & Reed, Inc.||Lincoln, NE||Dec 2012 - Aug 2016||3|
|United Heritage||Grove, OK||Sep 2012 - Dec 2012||< 1|
|Catholic Holy Family Society||Belleville, IL||Aug 2000 - Sep 2012||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts7,800ACCOUNTS
Average Account Value$190,864
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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