Richard Leffler
Richard Leffler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Massillon, OH, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2177 Nave Road Se, Massillon, OH, 44646
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the CEO of Richard G Leffler Jr CPA Inc, dedicating about half of his time to this role. He also serves as the Treasurer for the Rotary Club of Massillon, spending about 10-20% of his time on reporting functions.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations3 states
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