Leah Pattison is a CFP-designated registered investment advisor, based in Brea, CA, with 6 years of industry experience.
Location
3 Point Drive, Suite 302, Brea, CA, 92821
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leah is licensed to sell life insurance and helps clients find the best rates, dedicating minimal time to this. She also works as a financial advisor for Summit Financial and Insurance Services (about a quarter of her time) and The Ameriflex Group (about 10-20% of her time).
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Proequities, INC.Broker
State Registrations23 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.