Denise Janice Leish
Professional Summary
Denise Janice Leish is a registered financial advisor currently at MONEY PLANS located in Silver Spring, Maryland. Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Denise has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Denise offers investment advice through on-going money management but has also developed a serivce for those looking for a one-time review. The one-time review was developed in response to a large need from individuals who could not get professional advice because their asset size was limited. This product is one of the most popular services offered by Money Plans.
Specializations
Biography
Registered Investment Advisor Registered Tax Specialist
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
LEISH, DENISE JANICE | MONEY PLANS, LLC | MONEY PLANS
Contact Information
Main Address
8701 Georgia Ave Ste. 710, Silver Spring, MD 20910Phone Number
(301) 589-4250# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
136AUM (Assets Under Management)
$107,992,883Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/1/1999)
(11/15/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Denise Janice Leish's CRS (Customer Relationship Summary).
Services Offered by Denise
- Denise offers investment advice through on-going money management but has also developed a serivce for those looking for a one-time review. The one-time review was developed in response to a large need from individuals who could not get professional advice because their asset size was limited. This product is one of the most popular services offered by Money Plans.
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