Leanne Gray is a CFP-designated registered investment advisor, based in Linwood, NJ, with 18 years of industry experience. Leanne is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1801 New Rd Ste A1, Linwood, NJ, 08221
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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.
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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
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
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