Leo Furlong
Advisor at Investors' Choice Advisory Services, 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.
Advisor at Investors' Choice Advisory Services, 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
Investors' Choice Advisory Services, LLC
Location
Orefield, PA 18069
Credentials
Series 63
Industry experience
26 years
Leo Furlong is the sole advisor at Investors' Choice Advisory Services, LLC, with 26 years of industry experience. He holds a Series 63 designation and has worked at Investors' Choice Securities, LLC, Investors' Choice Advisory Services LLC, Furlong & Company, and H.D. Vest Investment Securities, Inc. since 1987. In addition to his advisory role, he operates a separate CPA practice and other business interests. Investors' Choice Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with tax and accounting services, using model portfolios and customized allocations informed by fundamental and technical analysis.
Based on Investors' Choice Advisory Services, LLC
Based on Investors' Choice Advisory Services, LLC
$10,000 - $100,000: 1.75% annually + brokerage costs $100,001 - $250,000: 1.50% annually + brokerage costs $250,001 - $500,000: 1.25% annually + brokerage costs $500,001+: 1.00% annually + brokerage costs
$125.00 per hour (negotiable)
Account minimum: $10,000
7695 Kernsville Road
Orefield, PA 18069
Pennsylvania
Investors' Choice Securities, LLC
1999 - Present (27 years)
Investors' Choice Advisory Services LLC
1997 - Present (29 years)
Furlong & Company
1992 - Present (34 years)
H.D. Vest Investment Securities, Inc.
1987 - Present (39 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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