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Bradley's Tax & Financial Management

Colin Leisy

Colin has been helping clients with their investment management*, tax planning and financial planning* needs since 1984. He earned degrees in Accounting and Business Administration from East Carolina University and his MBA from the University of Central Florida. Colin has extensive experience in income tax preparation and planning and as an enrolled agent he is qualified to represent clients before the IRS. His financial experience was acquired during his years with Merrill Lynch, Metlife and now HD Vest Investment Services. Colin’s clients take great comfort in his experience, commitment to meeting client needs in a timely and caring way; attention to detail and friendly personal approach. Colin experiences real joy from helping clients by sharing his wisdom and financial experience to help them pursue prosperity for themselves and their families.
*Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory Services SM

 

Designations

  • CFP® - Certified Financial PlannerTM
  • EA - Enrolled Agent

Affiliations

Licenses

Securities

  • Series 7   - General Securities Representative
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 65 - NASAA Investment Advisors Law Exam
  • States: NC, OR, CA, TX 

Insurance

  • License: Life & Annuities and Variable contracts
  • States: VA
  • License: Life and Variable.
  • States: SC
  • License: VL/VA, A&H/Sickness, Life, Med Supp/LTC
  • States: NC

Advisory

  • License: Investment Advisor Representative
  • States: NC, OR, CA, TX