AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CE

Cindy Edgin

Some features on this profile are disabled
CRD#: 1093196
CE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cindy Edgin was a registered financial professional .

Cindy is a previously registered financial professional and started their career in finance in 1984. Cindy had worked at 5 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 11, 1999 - November 14, 2014

LEONARD SECURITIES, INC

BD
CRD#: 43176
OKLAHOMA CITY, OK
Past

April 15, 1992 - April 30, 1998

T.J. THOMPSON & ASSOCIATES, INC.

BD
CRD#: 28265
OKLAHOMA, OK
Past

January 29, 1991 - April 20, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 2, 1990 - August 28, 1990

BOUCHER, OEHMKE & COMPANY

BD
CRD#: 17470
Past

September 4, 1984 - January 24, 1990

ANDERSON, BRYANT & CO.

BD
CRD#: 13185

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 8/18/1984
Financial and Operations Principal Examination

Current Firm


LS
LEONARD SECURITIES, INC
LEONARD SECURITIES, INC

CRD#: 43176 / SEC#: , 8-50167

BD
Terminated by SEC on 02/20/2015
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 02/06/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SAVAGE, ROBERT LEONARDCHIEF COMPLIANCE OFFICER815336
SAVAGE, ROBERT LEONARDPRESIDENT815336
ABOUD, DAVID FERRISEXECUTIVE VICE PRESIDENT1545223
SAVAGE, PHILIP LARIMORESHAREHOLDER
BASMAGY, JERARDFINANCIAL AND OPERATIONS PRINCIPAL1358181

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEONARD SECURITIES, INC

CRD#: 43176

TRUST BUT VERIFY

Monitor Cindy Edgin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics