LV
LV

Leah Vanpoelvoorde

11 Years of Experience
Phoenix, AZ
BrokerSells Insurance

Leah Vanpoelvoorde is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 11 years of industry experience. Leah 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
Loading...

Location

2020 N Central Ave Ste 300, Phoenix, AZ, 85004

Get directions

History

Regulatory History
Clean regulatory record

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

Leah is an independent insurance agent selling fixed insurance products and a Vice President at Central Financial Services selling insurance, securities and investment products, dedicating nearly full-time hours to these activities. She also manages several rental properties and is involved in real estate as an agent and assistant, along with other business ventures.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2020 - June 2021 · 8 mos
Voya Financial Advisors, INC.Broker
September 2020 - June 2021 · 9 mos
Integrated Financial Solutions, PLLC
September 2020 - October 2020 · 1 mo
Voya Financial Advisors, INC.
December 2014 - September 2020 · 5 yrs 9 mos
Voya Financial Advisors, INC.Broker
September 2014 - September 2020 · 6 yrs
State Registrations14 states
AZCAFLGAIAILINKSMONCNMNVTXUT
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.
Leah Vanpoelvoorde - Financial Advisor | TrueAdvisor