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Leigh Gaddis

Advisor at Gaddis Premier Wealth Advisors LLC

Updated today

Location

Durant, OK 74701

Credentials

Series 63, Series 65

Industry experience

31 years

About

Leigh Gaddis is a financial advisor at Gaddis Premier Wealth Advisors LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Kestra Financial, Inc. Outside of advising, she serves as a commissioner on the Oklahoma Department of Wildlife Conservation and is involved in several business ventures including ranching, oil and gas interests, and billboard leasing. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term focus while allowing tactical adjustments.

Client services

Based on Gaddis Premier Wealth Advisors LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Gaddis Premier Wealth Advisors LLC

Wealth management General retirement planning Income planning

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Fee options

Fixed

Fixed fee engagements up to $10,000 for one-time financial planning or up to $10,000 per annum for ongoing financial planning services

Percentage

Up to 2% of assets under management per annum

Commissions

Certain advisory persons receive commissions as registered representatives and insurance agents separately from advisory fees

Project-based

Hourly fees of $300 for standalone financial planning services

Other

Fee-only: Financial planning fees offered on hourly or fixed fee basis

Location

202 W Main

Durant, OK 74701

Most active in

Oklahoma

Work history

Gaddis Premier Wealth Advisors LLC

2022 - Present (4 years)

Gaddis & Gaddis Wealth Management

2019 - 2022 (3 years)

Kestra Financial, Inc.

2019 - 2022 (3 years)

LPL Financial

1997 - 2019 (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tammy B

Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Tammy Byrd is a financial advisor at Gaddis Premier Wealth Advisors LLC with 18 years of industry experience, including her current role since 2022 and prior work at Gaddis & Gaddis Wealth Management from 2006 to 2022. She holds the Series 65 designation. Outside of her advisory work, she is involved in sales of Avon cosmetic products and Legal Shield insurance services. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management and fundamental analysis to construct portfolios from mutual funds, ETFs, stocks, and bonds, offering a long-term orientation with flexibility for tactical trades.

Wealth management General retirement planning Income planning
user avatar

Leah B

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leah Brooks is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. Her career includes positions at Securities America Advisors and Raymond James Financial Services. She serves as President of the Southeastern Oklahoma State University Wesley Foundation and as Secretary of Partners in Education. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining fundamental analysis and Modern Portfolio Theory, managing approximately $314 million in assets across multiple offices.

Wealth management General retirement planning Income planning
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Jordan H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Jordan Haddox is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Kestra Advisory Services, Kestra Investment Services, and Exodus HR Group. Haddox is also licensed as an insurance agent. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management built on fundamental analysis and Modern Portfolio Theory, offering a range of allocation models and ongoing manager monitoring.

Wealth management General retirement planning Income planning
user avatar

Roger G

CFP®, Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Roger Gaddis is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Gaddis Premier Wealth Advisors LLC, where he has worked since 2022. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and Linsco/Private Ledger Corp. Outside of advisory work, Gaddis serves on several advisory boards, including Good News Publishing and the Boy Scouts Arbuckle Council, and holds a board position at Union Mutual Insurance Co. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, and applies fundamental analysis alongside Modern Portfolio Theory to develop allocation models tailored to client goals.

Wealth management General retirement planning Income planning
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Derek H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Derek Hines is a financial advisor at Gaddis Premier Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Kestra Advisory Services, and Private Client Services. Outside of his advisory role, Hines serves as President of Durant Trails and Open Space, a nonprofit focused on outdoor activities and trail maintenance, and is Executive Pastor at Victory Life Church in Durant, OK. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining low-cost mutual funds, ETFs, stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term orientation.

Wealth management General retirement planning Income planning

Barrett S

Series 63, Series 66

Durant, OK

Edward Jones

Barrett Shirey is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Prior to this, he was briefly associated with Free Specialists LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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