Advisor at Gaddis Premier Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gaddis Premier Wealth Advisors LLC
Location
Durant, OK 74701
Credentials
Series 63, Series 65
Industry experience
31 years
Leigh Gaddis is a financial advisor at Gaddis Premier Wealth Advisors LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Kestra Financial, Inc. Outside of advising, she serves as a commissioner on the Oklahoma Department of Wildlife Conservation and is involved in several business ventures including ranching, oil and gas interests, and billboard leasing. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term focus while allowing tactical adjustments.
Based on Gaddis Premier Wealth Advisors LLC
Based on Gaddis Premier Wealth Advisors LLC
Fixed fee engagements up to $10,000 for one-time financial planning or up to $10,000 per annum for ongoing financial planning services
Up to 2% of assets under management per annum
Certain advisory persons receive commissions as registered representatives and insurance agents separately from advisory fees
Hourly fees of $300 for standalone financial planning services
Fee-only: Financial planning fees offered on hourly or fixed fee basis
202 W Main
Durant, OK 74701
Oklahoma
Gaddis Premier Wealth Advisors LLC
2022 - Present (4 years)
Gaddis & Gaddis Wealth Management
2019 - 2022 (3 years)
Kestra Financial, Inc.
2019 - 2022 (3 years)
LPL Financial
1997 - 2019 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
CFP®, Series 63, Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 63, Series 66
Durant, OK
Edward Jones
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