Lora Lynn Leavenworth
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 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
13 years in the industry.
- Vanguard Advisers, Inc.Jun 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- Fisher InvestmentsSep 2023 to Mar 2026
- Financial Advocates Investment ManagementAug 2022 to Aug 2023
- Homer Inc, dba Integrity Wealth AdvisorsAug 2022 to Aug 2023
- LPL Financial LLCAug 2022 to Aug 2023
- Fisher InvestmentsAug 2021 to Jul 2022
- UnemployedMar 2021 to Aug 2021
- UnemployedNov 2020 to Feb 2021
- Tieton Capital ManagementMay 2013 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 4522718
- Firm CRD
- 106715