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Investments > Landmark Investments > Our Financial Consultants > Oklahoma/Texas Financial Consultants

Oklahoma/Texas Financial Consultants

 
 
Dave Reed 
Financial Consultant
(877) 371-6721

Dave holds Series 7, 63 and 66 securities registrations as well as life, health, and
insurance licenses. Dave offers 401k rollover options and can also assist small businesses in setting up and reviewing business retirement plans, such as SEP, Simple IRA, 401k, 403b, 457 plans and a variety of other business solutions.

Dave serves the following locations: Denison, Gunter, Pottsboro, Sherman, Whitesboro, Van Alstyne, Gainesville, and Lindsay.
 
 
   
 
Leah Anne Brooks
Financial Services Advisor
(877) 371-6714

Leah Anne has earned her Masters of Business Administration and holds Series 7 and 66 securities registrations as well as life, health, and insurance licenses. Leah Anne offers financial products to fit all of life's needs and offers financial advisement consultations as well as 401(k) rollover options for individuals and can also assist small businesses in setting up and reviewing business retirement plans, such as SEP, Simple IRA, 401(k), 403(b), 457 plans and a variety of other business solutions.

Leah Anne serves the following locations: Ada, Ardmore, Davis, Durant, Kingston, Madill, Tishomingo, and Wapanucka. 

Securities and insurance products offered by Cetera Investment Services LLC, a registered broker/dealer. Member SIPC/FINRA. Cetera Investment Services is not affiliated with Landmark Bank. Investment products are: * Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Services Advisory Services Agreement and disclosure brochure as provided. Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in most states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.

The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
 
View Cetera Investment Services LLC privacy policy and other important information
FINRA Registered Address: 801 E. Broadway, Columbia MO 65201.
 
 
 
 
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