Leigh Zachary
Leigh Zachary is a registered investment advisor at Independent Financial Group, LLC, based in The Woodlands, TX, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
9595 Six Pines Drive Suite 8210, The Woodlands, TX, 77380
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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
Leigh is the 100% owner of Zachary Wealth Management and West Wealth Advisors, both used for tax/investment and marketing purposes respectively, dedicating full-time hours to the latter. Leigh also serves as a board member for Concept-Therapy Institute and works as an independent insurance contractor, dedicating a few hours per week to each.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Calton & Associates, INC.Broker
Westpark Wealth Advisors
Ims Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 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.