Leigh Harter is a CFP, ChFC-designated registered investment advisor, based in Chicago, IL, with 15 years of industry experience.
Location
Chicago, IL
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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
Leigh is a Sr. Vice President and Producer at SBSI, Inc., an insurance company, and a Managing Director at Kestra Financial Advisory Services. Leigh also serves as Treasurer for STEP Chicago, dedicating minimal time to this non-investment related role.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
NFP Advisor Services, LLC
Pinnacle Pension Consultants LLC
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
State Registrations1 state
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