Leo Whitlow
Leo Whitlow is a registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 44 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
130 Wylderose Dr, Midlothian, VA, 23113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leo is an officer of the Varina Ruritan Club and a member of Osborne Properties I & II LLC, managing rental properties. Leo also works as an insurance agent selling life, health, disability, fixed annuities, and long-term care, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Investment Advisory Group, INC.
Securian Financial Services, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
State Registrations10 states
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