John O Leatherwood Iv, Cfp® Mba

John O Leatherwood Iv, Cfp® Mba Email and Phone Number

Financial Consultant and Founding Partner @ Align Wealth Partners
Baton Rouge, LA, US
John O Leatherwood Iv, Cfp® Mba's Location
Baton Rouge, Louisiana, United States, United States
John O Leatherwood Iv, Cfp® Mba's Contact Details

John O Leatherwood Iv, Cfp® Mba work email

John O Leatherwood Iv, Cfp® Mba personal email

John O Leatherwood Iv, Cfp® Mba phone numbers

About John O Leatherwood Iv, Cfp® Mba

John has been helping clients pursue their wide variety of financial goals since he began his career as a Financial Consultant. He is a graduate from Johnson & Wales University with a Bachelor’s Degree in Business Management. John also holds an MBA from University of Phoenix. John holds FINRA securities registrations Series 7, 6, and 66 through LPL Financial and holds an Insurance License in the State of Louisiana.John’s approach to financial consulting is holistic in nature by tailoring financial plans using a diversified array of solutions to meet the individual needs of each client situation. John specializes in plan development, portfolio asset allocation, diversification, tax sheltered accounts, client income needs, and wealth protection. John provides an exceptional level of personal service to his clients by always “going the extra mile” to exceed their expectations. John is a dedicated volunteer and member in the Downtown Business Association and has been since 2003. He and his wife, Cheryl, are active members in their church, have two children, and live in Baton Rouge.The financial professionals associated with Align Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completness

John O Leatherwood Iv, Cfp® Mba's Current Company Details
Align Wealth Partners

Align Wealth Partners

View
Financial Consultant and Founding Partner
Baton Rouge, LA, US
Website:
align-wealth.com
Employees:
4
John O Leatherwood Iv, Cfp® Mba Work Experience Details
  • Align Wealth Partners
    Financial Consultant And Founding Partner
    Align Wealth Partners
    Baton Rouge, La, Us
  • Align Wealth Partners
    Financial Consultant / Founding Partner
    Align Wealth Partners Oct 2017 - Present
    8235 Ymca Plaza Drive, Suite 402. Baton Rouge, La 70810
  • Align Wealth Partners
    Financial Consultant
    Align Wealth Partners Oct 2017 - Present
    8235 Ymca Plaza Dr, Suite 402. Baton Rouge La 70810
  • Lee Dougherty & Ferrara
    Financial Consultant
    Lee Dougherty & Ferrara Jun 2010 - Oct 2017
  • Downtown Business Association Of Baton Rouge
    Secretary Of The Board
    Downtown Business Association Of Baton Rouge 2002 - 2013
  • Jpmorgan Chase
    Financial Advisor
    Jpmorgan Chase Nov 2007 - Jun 2010
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 2005 - Nov 2007
  • Vista Surgical Hospital
    Executive Chef
    Vista Surgical Hospital 2002 - 2004

John O Leatherwood Iv, Cfp® Mba Skills

Series 7 Asset Allocation Securities Strategic Financial Planning Financial Advisory Insurance Financial Planning Financial Services Portfolio Management Wealth Iras Wealth Management Finra Mutual Funds Retirement Retirement Planning Fixed Annuities Investment Advisory Investment Strategies Uniform Combined State Law Series 63 Series 66 Ira's 401k Rollovers Comprehensive Wealth Management Retirement Income Strategies Annuities

John O Leatherwood Iv, Cfp® Mba Education Details

  • University Of Phoenix
    University Of Phoenix
    Business
  • Johnson & Wales University
    Johnson & Wales University
    Business Management

Frequently Asked Questions about John O Leatherwood Iv, Cfp® Mba

What company does John O Leatherwood Iv, Cfp® Mba work for?

John O Leatherwood Iv, Cfp® Mba works for Align Wealth Partners

What is John O Leatherwood Iv, Cfp® Mba's role at the current company?

John O Leatherwood Iv, Cfp® Mba's current role is Financial Consultant and Founding Partner.

What is John O Leatherwood Iv, Cfp® Mba's email address?

John O Leatherwood Iv, Cfp® Mba's email address is jl****@****ail.com

What is John O Leatherwood Iv, Cfp® Mba's direct phone number?

John O Leatherwood Iv, Cfp® Mba's direct phone number is +122575*****

What schools did John O Leatherwood Iv, Cfp® Mba attend?

John O Leatherwood Iv, Cfp® Mba attended University Of Phoenix, Johnson & Wales University.

What skills is John O Leatherwood Iv, Cfp® Mba known for?

John O Leatherwood Iv, Cfp® Mba has skills like Series 7, Asset Allocation, Securities, Strategic Financial Planning, Financial Advisory, Insurance, Financial Planning, Financial Services, Portfolio Management, Wealth, Iras, Wealth Management.

Who are John O Leatherwood Iv, Cfp® Mba's colleagues?

John O Leatherwood Iv, Cfp® Mba's colleagues are Kim Perrilloux, Craig Authement.

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