Leo A. Furlong

INVESTORS' CHOICE ADVISORY SERVICES

OREFIELD, PA 18069

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CRD#: 1764925

Professional summary

Leo Alfred Furlong is a registered financial advisor currently at INVESTORS' CHOICE ADVISORY SERVICES, LLC located in Orefield, Pennsylvania.

Leo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Leo has worked at 3 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Leo Alfred Furlong's CRS (Customer Relationship Summary).

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

Current

April 16, 1999 - Present

INVESTORS' CHOICE ADVISORY SERVICES, LLC

Office #1: 7695 Kernsville Road, Orefield, PA 18069

RIA

CRD#: 118026

OREFIELD, PA

Past

February 18, 2000 - December 4, 2010

INVESTORS' CHOICE SECURITIES, LLC

CRD#: 103000

OREFIELD, PA

Past

February 29, 1988 - February 11, 2000

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/16/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/28/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/14/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 7/29/1988

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 2/26/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/30/1999

General Securities Principal Examination

Current Firm

INVESTORS' CHOICE ADVISORY SERVICES, LLC

CRD#: 118026 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (4/16/1999 Approved)

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Contact information

Main Address

2909 Route 100n., Suite 100, Orefield, PA 18069

Mailing Address

Phone number

(610) 391-0589

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 3,660,348

Red Flags

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

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Leo A. Furlong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leo Alfred Furlong's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTORS' CHOICE ADVISORY SERVICES, LLC

INVESTORS' CHOICE SECURITIES, LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/1988

Series 7

Date: 6/14/1999

Series 22

Date: 7/29/1988

Series 6

Date: 2/26/1988

Series 24

Date: 8/30/1999

Current Firm

INVESTORS' CHOICE ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTORS' CHOICE ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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