Leah Leslie Watkins

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 12/2021
  Morgan Stanley
  Peoria, IL
• 02/2018 → 07/2019
  David Vaughan Investments
  Peoria, IL
• 03/2017 → 12/2017
  Lawler Financial
  Peoria, IL
• 09/2005 → 02/2017
  The Unland Companies
  Pekin, IL
• 01/2021 → Present
  Raymond James & Associates, Inc.
  Peoria, IL

Previous Registrations

• 2019-10-24 → 2022-01-04
  Morgan Stanley
  Peoria, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-10-14

Other Names

• Leah Leslie Stafford