Leanne Gray
Leanne Gray is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Linwood, NJ, with 17 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
1801 New Rd Ste A1, Linwood, NJ, 08221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leanne is a branch owner and managing director of Anchor Financial since 2022. This activity takes about half of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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