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Leo Vinson Reichle

Investment adviser representative at Sunbelt Securities
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Sunbelt Securities, Inc.Jul 2025 to now
  2. Oppenheimer & Co. IncOct 2018 to Jul 2025
  3. Hilltop Independent NetworkMar 2016 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (TX).

Sunbelt Securities

Legal name: Sunbelt Securities, Inc.

$2.6BAssets managed
6,241Clients
63Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1989331
Firm CRD
42180
Advisor's SEC record (opens in a new tab)
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