Leigh
Gaddis
Gaddis Premier Wealth Advisors LLC
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About this Advisor
Leigh Gaddis is a financial advisor working out of Durant, Oklahoma with 1 year of industry experience. Gaddis currently works for Gaddis Premier Wealth Advisors LLC. Their career trajectory has included roles at Lpl Financial LLC, Kestra Financial, Inc, Gaddis & Gaddis Wealth Management and Gaddis Premier Wealth Advisors LLC. Gaddis has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Oklahoma. Gaddis Premier Wealth Advisors LLC is a business based in Durant, OK. The firm has offices in seven locations and a total of 14 people on staff. It handles $227 million in assets under management among its 1,677 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 1,677 accounts, just 12% belong to high-net-worth investors who have at least $1 million in investable assets. The company provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on the services provided. Fee types billed by Gaddis Premier Wealth Advisors LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gaddis Premier Wealth Advisors LLC Brokerage Details
$226,716,944
14
1,677
$135,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Leigh Gaddis Work History
Leigh has been registered as a financial advisor for 1 years.*
Gaddis Premier Wealth Advisors LLC
Kestra Financial, Inc
Gaddis & Gaddis Wealth Management
Lpl Financial LLC
*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 Leigh Gaddis 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 Gaddis Premier Wealth Advisors LLC
Durant, OK
Denison, TX
Durant, OK
Durant, OK
Durant, OK
Durant, OK
Ardmore, OK
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