LM
LM

Leon Mcgroarty

36 Years of Experience
Chino Hills, CA
BrokerSells Insurance

Leon Mcgroarty is a registered investment advisor, based in Chino Hills, CA, with 36 years of industry experience.

Location

Chino Hills, CA

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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.

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Other Business ActivitiesSells Insurance

Leon is the President of 401k America Inc. and RetireAmerica Inc., and an advisory representative of Cooper McManus. Leon also works as an independent insurance agent for various independent insurance companies, dedicating minimal time to this role.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Cooper Mcmanus
May 2013 - Present · 13 yrs
Previous Registrations
Securities America, INC.Broker
July 2012 - March 2020 · 7 yrs 8 mos
Financial Telesis INCBroker
August 2007 - July 2012 · 4 yrs 11 mos
Lincoln Financial Advisors Corporation
September 2006 - August 2007 · 11 mos
Lincoln Financial Advisors CorporationBroker
March 2000 - August 2007 · 7 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
March 2000 - May 2006 · 6 yrs 2 mos
Hartford Equity Sales Company INC.Broker
February 1999 - March 2000 · 1 yr 1 mo
Systematized Benefits Administrators, INC.Broker
March 1994 - October 1998 · 4 yrs 7 mos
Aetna Investment Services, INC.Broker
October 1993 - October 1998 · 5 yrs
Aetna Life Insurance and Annuity CompanyBroker
July 1990 - October 1993 · 3 yrs 3 mos
Metlife Securities INC.Broker
April 1989 - September 1989 · 5 mos
Metropolitan Life Insurance CompanyBroker
April 1989 - September 1989 · 5 mos
Phoenix Equity Planning CorporationBroker
January 1988 - March 1989 · 1 yr 2 mos
State Registrations3 states
AZCAFL
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.
Leon Mcgroarty - Financial Advisor | TrueAdvisor