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Leo Furlong

Advisor at Investors' Choice Advisory Services, LLC

Updated today

Firm

Investors' Choice Advisory Services, LLC

Location

Orefield, PA 18069

Credentials

Series 63

Industry experience

26 years

About

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.

Client services

Based on Investors' Choice Advisory Services, LLC

Financial planning Portfolio management

Expertise

Based on Investors' Choice Advisory Services, LLC

General retirement planning Wealth management Long-term care insurance Life insurance needs analysis

Occupation focus

Based on Investors' Choice Advisory Services, LLC

Self-Employed

Fee options

Percentage

$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

Project-based

$125.00 per hour (negotiable)

Other

Account minimum: $10,000

Location

7695 Kernsville Road

Orefield, PA 18069

Most active in

Pennsylvania

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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