Michele Fortney-Leach is a registered investment advisor, based in Las Vegas, NV, with 34 years of industry experience.
Location
8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113
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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
Michele is an owner/agent at Financial Transition Partners, where she discusses life insurance and long-term healthcare needs with clients, dedicating a few hours per week. She also works nearly full-time as an Investment Advisor at The Ameriflex Group RIA, providing comprehensive wealth management, financial planning, and investment advisory services.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Summit Financial Consultants, INC.
LPL Financial LLCBroker
Sentra Securities CorporationBroker
LPL Financial LLC
United Pacific Securities, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations14 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.