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LC

Leigh C. Chaffee

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CRD#: 848284
LC

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.

Leigh Carlton Chaffee was a registered financial professional .

Leigh is a previously registered financial professional and started their career in finance in 1978. Leigh had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

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 24, 2000 - March 18, 2008

LTC INVESTMENT SERVICES, INC.

BD
CRD#: 23750
DENVER, CO
Past

October 6, 1995 - November 28, 1998

LTC INVESTMENT SERVICES, INC.

BD
CRD#: 23750
DENVER, CO
Past

June 4, 1993 - October 29, 1993

LTC INVESTMENT SERVICES, INC.

BD
CRD#: 23750
DENVER, CO
Past

October 20, 1989 - June 7, 1991

LTC INVESTMENT SERVICES, INC.

BD
CRD#: 23750
DENVER, CO
Past

March 17, 1986 - May 8, 1989

LEXINGTON FUNDS DISTRIBUTOR, INC.

BD
CRD#: 8194
SCOTTSDALE, AZ
Past

March 1, 1984 - May 22, 1984

B. J. LEONARD AND COMPANY, INC.

BD
CRD#: 62
Past

January 20, 1984 - February 22, 1984

HACKERT/MODESITT INVESTMENTS, LTD.

BD
CRD#: 8186
Past

September 22, 1982 - December 27, 1983

HERETH, ORR & JONES, INC.

BD
CRD#: 7210
Past

May 10, 1982 - September 29, 1982

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

February 1, 1978 - May 10, 1982

FIRST COLORADO INVESTMENTS & SECURITIES, INC.

BD
CRD#: 6929

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


State Security Law Exam
RR
Series 63
Date: 1/20/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LI
LTC INVESTMENT SERVICES, INC.
ASPEN INVESTMENT ALLIANCE, INC. | LTC INVESTMENT SERVICES, INC. | FISERV BROKERAGE SERVICES, INC.

CRD#: 23750 / SEC#: , 8-40705

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 07/15/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROBERT BERIAULT HOLDINGS, INC.PARENT CORPORATION
BERIAULT, ROBERT HARVEYBOARD MEMBER, TREASURER, ASSISTANT SECRETARY
PIERCE, BOBBIE JEANGENERAL SECURITIES PRINCIPAL1011848
SMITH, KATHLEEN MARIEVICE PRESIDENT2190360
WILLIAMS, BRICE JAMESPRESIDENT, CHIEF COMPLIANCE OFFICER, FINANCIAL OPERATIONS PRINCIPAL, GENERAL SECURITIES PRINCIPAL2663962

Disclosures


Regulatory Event1

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


LTC INVESTMENT SERVICES, INC.

CRD#: 23750

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