Unclaimed Profile

William W Leboeuf

CARILLON ADVISORS, LLC·BEAVERCREEK, Ohio

SIE, Series 7, Series 31, Series 63, Series 6523 years registeredCARILLON ADVISORS, LLC

75 HARBERT DR, BEAVERCREEK, OH 45440CRD# 2464080Firm CRD# 312498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William W Leboeuf · BEAVERCREEK, OH

Registration

CRD #2464080 · CARILLON ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

COMPOUND PLANNING, INC.

May 2022 – present

ONE RESOURCE GROUP PRIVATE ADVISOR GROUP

Dec 2019 – Jun 2020

Beavercreek, OH

CETERA ADVISOR NETWORKS LLC

Mar 2019 – Dec 2019

BEAVERCREEK, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2009 – Mar 2019

MIAMISBURG, OH

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2009

DAYTON, OH

CITIGROUP GLOBAL MARKETS INC.

Sep 2002 – Jun 2009

DAYTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · September 18, 2002

Years registered · 23

Disclosure History

2022Regulatory·Final

2021Regulatory·Final

2019Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CARILLON ADVISORS, LLC

CRD 312498 · SEC 801-120354

AUM

$93M

Regulatory assets under management

Employees

136 client accounts

Services offered by CARILLON ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARILLON ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William W Leboeuf offer?

William W Leboeuf specializes in Financial Planning, Investment Management. Contact their office in BEAVERCREEK, Ohio for a consultation.

What are William W Leboeuf's credentials?

William W Leboeuf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William W Leboeuf located?

William W Leboeuf is based in BEAVERCREEK, Ohio, working with CARILLON ADVISORS, LLC. Their office serves clients in the BEAVERCREEK metropolitan area and surrounding communities.

How does William W Leboeuf charge for services?

William W Leboeuf's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARILLON ADVISORS, LLC?

CARILLON ADVISORS, LLC has approximately 2 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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