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Financial ADVSR advisor directory · SEC adviser records

Leading Edge Financial Planning LLC financial advisors

Every SEC-registered investment adviser representative at Leading Edge Financial Planning LLC, by the state and city of the office they work from.

10 registered advisors work at Leading Edge Financial Planning LLC, in 2 states and 2 cities; the most are in Knoxville, TN (9). 6 list the CFP designation and 0 are also registered broker representatives.

Search every Leading Edge Financial Planning LLC advisor by name →Who joined and left Leading Edge Financial Planning LLC →Leading Edge Financial Planning LLC: assets, clients and custodians →

Cities with the most Leading Edge Financial Planning LLC advisors

Knoxville, TN 9Raleigh, NC 1

Leading Edge Financial Planning LLC advisors by state

Leading Edge Financial Planning LLC in Tennessee 9

Knoxville 9

Leading Edge Financial Planning LLC in North Carolina 1

Raleigh 1

Questions

How many financial advisors does Leading Edge Financial Planning LLC have?

10 investment adviser representatives are registered with Leading Edge Financial Planning LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 6 list the CFP designation and 0 are also registered as broker representatives.

Where does Leading Edge Financial Planning LLC have the most advisors?

Knoxville, TN, with 9 registered advisors, then Raleigh, NC (1). By state, Tennessee has the most, with 9.

How do I find a Leading Edge Financial Planning LLC financial advisor near me?

Pick your state below, then your city, to see every Leading Edge Financial Planning LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Leading Edge Financial Planning LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →