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Leland Nunnally

23 Years of Experience
Mckinney, TX
BrokerSells Insurance

Leland Nunnally is a registered investment advisor at Cetera Investment Advisers LLC, based in Mckinney, TX, with 23 years of industry experience. Leland 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3412 June Drive, Mckinney, TX, 75070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Leland is an insurance agent selling life insurance, annuities, and long-term care, dedicating minimal time to this activity. He is also the President/Owner of Towerhouse Financial, using it as a DBA brand name for his investment practice, which takes about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
March 2020 - Present · 6 yrs 2 mos
Cetera Wealth Services, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2020 - June 2023 · 3 yrs 3 mos
LPL Financial LLCBroker
February 2014 - March 2020 · 6 yrs 1 mo
LPL Financial LLC
February 2014 - March 2020 · 6 yrs 1 mo
Edward Jones
January 2008 - February 2014 · 6 yrs 1 mo
Edward JonesBroker
July 2007 - February 2014 · 6 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - August 2007 · 3 yrs 4 mos
Edward JonesBroker
October 2002 - April 2004 · 1 yr 6 mos
State Registrations7 states
CACOFLMNNMNYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.