Daniel Leach
Daniel Leach is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Islesboro, ME, with 43 years of industry experience. Daniel 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
Islesboro, ME
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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
Daniel is the 100% owner of Daniel Leach Financial Services and Prosperity Advisors LLC, a fixed insurance and financial services DBA, dedicating full-time hours to it. He is also a trustee for Boating Bums LLC and Muskrat LLC, both holding companies for asset protection, but spends minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
Monarch Securities, INC.Broker
New England Securities CorporationBroker
Monarch Securities, INC.Broker
State Registrations15 states
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