LH
CFP
LH
CFP

Leeann Huggins

39 Years of Experience
Bellevue, WA
Broker

Leeann Huggins is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Bellevue, WA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

Bellevue, WA

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2017 - Present · 8 yrs 11 mos
Raymond James & Associates, INC.
June 2017 - Present · 8 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - June 2017 · 8 yrs
Morgan StanleyBroker
June 2009 - June 2017 · 8 yrs
Morgan Stanley & CO. IncorporatedBroker
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Citigroup Global Markets INC.
October 1993 - June 2008 · 14 yrs 8 mos
Citigroup Global Markets INC.Broker
August 1993 - June 2008 · 14 yrs 10 mos
Painewebber IncorporatedBroker
February 1987 - September 1993 · 6 yrs 7 mos
State Registrations10 states
AZCACOFLHIMANYOHORWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.