Leann Canty
Investment adviser representative at Commonwealth Financial Network
32 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Commonwealth Financial NetworkNov 2020 to now
- Canty's Financial Strategies IncJan 1994 to now
- Avantax Insurance Agency, LLCOct 2018 to Nov 2020
- National Guardian Life Insurance CompanyFeb 2018 to Nov 2020
- Avantax Advisory ServicesMar 2009 to Nov 2020
- Avantax Investment Services, Inc.May 2000 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 4135740
- Firm CRD
- 8032