Laura Leavitt
Laura Leavitt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Jose, CA, with 32 years of industry experience. Laura 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
1275 South Winchester, Ste B, San Jose, CA, 95128
Get directionsHistory
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
Laura is an independent insurance agent selling fixed insurance products since 2007, dedicating nearly full-time hours to this. She is also the president of Sam Granato Insurance Services, Inc. since 1993, spending about a quarter of her time on office management, client service, and support. Additionally, Laura owns Leatla Financial Group, a financial services business, dedicating about a quarter of her time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Legend Equities CorporationBroker
Legend Capital CorporationBroker
State Registrations20 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.