Marianne
Leedy
Raskob Kambourian Financial Advisors, LTD
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About this Advisor
Marianne Leedy is a certified financial planner working in Tucson, Arizona with a total of 11 years of industry experience. Leedy is an advisor for Raskob Kambourian Financial Advisors, LTD. They have spent their complete time as a financial advisor at Raskob Kambourian Financial Advisors, Ltd. Leedy has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Raskob Kambourian Financial Advisors, LTD is a registered investment company that has its headquarters in Tucson, AZ. It oversees $83 million in assets among its 87 customer accounts, placing it among the smaller firms in the nation by assets under management. Of its 87 customer accounts, 43% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually are based on the financial services. However, fee types charged by Raskob Kambourian Financial Advisors, LTD most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Raskob Kambourian Financial Advisors, LTD Brokerage Details
$82,981,357
6
87
$953,809
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Marianne Leedy Work History
Marianne has been registered as a financial advisor for 11 years.*
Raskob Kambourian Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marianne Leedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Raskob Kambourian Financial Advisors, LTD
Tucson, AZ
Tucson, AZ
Tucson, AZ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
