Colin Leisy
Colin Leisy is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilson, NC, with 23 years of industry experience. Colin 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
2810 Fieldstream Dr N, Wilson, NC, 27896
Get directionsHistory
Regulatory History (2)
Criminal
February 1978Criminal
November 1976Other Business ActivitiesSells Insurance
Colin sells equity indexed annuities through Avantax Insurance Agency LLC and manages his advisory and financial planning business under Active Planning and Investment Solutions. He also provides tax preparation, bookkeeping, and payroll services through The Tax Corps, LTD, and is a trustee for the Delores V Leisy Living Trust, dedicating about a quarter of his time to his business.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Dean Witter Reynolds INC.Broker
Investacorp, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.