Unclaimed Profile

John Joseph Leahey

WEBSTERROGERS FINANCIAL ADVISORS, LLC·FLORENCE, South Carolina

Series 65Clean record20 years registeredWEBSTERROGERS FINANCIAL ADVISORS, LLC

1411 SECOND LOOP ROAD, FLORENCE, SC 29505-2801CRD# 5053215Firm CRD# 121006

Profile Verification

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

Identity

John Joseph Leahey · FLORENCE, SC

Registration

CRD #5053215 · WEBSTERROGERS FINANCIAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEBSTERROGERS FINANCIAL ADVISORS, LLC

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Oct 2005 – Nov 2021

FLORENCE, SC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 21, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEBSTERROGERS FINANCIAL ADVISORS, LLC

CRD 121006 · SEC 801-61500

AUM

$346M

Regulatory assets under management

Employees

734 client accounts

Services offered by WEBSTERROGERS FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEBSTERROGERS FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Leahey offer?

John Joseph Leahey specializes in Financial Planning, Investment Management, Wealth Management.

What are John Joseph Leahey's credentials?

John Joseph Leahey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joseph Leahey located?

John Joseph Leahey is based in FLORENCE, South Carolina, last registered with WEBSTERROGERS FINANCIAL ADVISORS, LLC.

How does John Joseph Leahey charge for services?

John Joseph Leahey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEBSTERROGERS FINANCIAL ADVISORS, LLC?

WEBSTERROGERS FINANCIAL ADVISORS, LLC has approximately 10 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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