Leroy Tanker
Leroy Tanker is a registered investment advisor at Legacy Wealth Advisors, LLC, based in Tucker, GA, with 25 years of industry experience. Leroy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Fee Estimator
Location
4426 Hugh Howell Road, Suite B507, Tucker, GA, 30084
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
Leroy sells insurance (non-variable) and works as a real estate agent, dedicating minimal time to each. He also serves as a director for a resort and provides CPA services, spending about 10-20% of his time and minimal time on each, respectively.
Employment History
Current Registrations
Legacy Wealth Advisors, LLC
Previous Registrations
Benedetti, Gucer & Associates
Harbor Financial Services, LLC
Legacy Wealth Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
UBS Financial Services INC.
State Registrations1 state
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.