Leroy Tanker

Employer firm

Legacy Wealth Advisors, LLC CRD 159646

$2.37M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2011 → Present
  Insurance-Non Variable
  Tucker, GA
• 01/2012 → Present
  Legacy Wealth Advisors, Llc
  Tucker, GA
• 01/2011 → Present
  Park Mason Brokers
  Tucker, GA
• 11/2005 → Present
  Leroy Tanker, Cpa
  Tucker, GA
• 08/2013 → 02/2019
  Benedetti And Gucer, Inc
  Atlanta, GA
• 08/2013 → 12/2017
  Royal Mountain Gold, Llc
  Tucker, GA

Previous Registrations

• 2013-08-21 → 2019-02-11
  Benedetti, Gucer & Associates
  Atlanta, GA
• 2012-02-22 → 2017-12-31
  Legacy Wealth Advisors, Llc
  Tucker, GA
• 2012-03-30 → 2013-08-21
  Level Four Financial, Llc
  Dallas, TX
  Mobile, AL
  Tucker, GA
• 2009-01-02 → 2012-02-27
  Raymond James Financial Services Advisors, Inc
  Tucker, GA
• 2005-11-29 → 2009-01-02
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
  Tucker, GA
• 2000-10-27 → 2005-12-15
  Ubs Financial Services Inc.
  Atlanta, GA

Other Businesses

1. INSURANCE-NON VARIABLE - TUCKER, GA. INSURANCE SALES. STARTED 03/18/2011. 1 HOUR WEEKLY, 0 DURING TRADING HOURS. 2. REAL ESTATE AGENT WITH PARK MASON BROKERS; 01/2011; real estate sales; approximately 8 hours per month, 0 DURING TRADING HOURS. 3. ALMOST HEAVEN RESORT AND WEDDINGS, LLC; 11/2018; DIRECTOR, BUSINESS OVERSIGHT; 20 HOURS PER MONTH DURING TRADING 4. Leroy Tanker CPA; 11/2015; CPA Services; approximately 2 hours per month, 0 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-13
• S63 Uniform Securities Agent State Law Examination
  1994-06-08