Leroy
Isbell

Acrylic Financial, Inc

CRD#865882
Investment Advisor
in Fountain Hills, AZ

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About this Advisor

Leroy Isbell is a financial advisor based in Fountain Hills, Arizona, working with Acrylic Financial, Inc. Leroy has previously held positions at Planned Financial Services, Wfg, Wgs, Orion Auto Insurance, Affirmative Insurance Co, Nationwide Insurance, General Agent Center, Bolton & Company, Allied Administrators, Acrylic Financial, Inc, Special Insurance Services, United American Insurance, and Illinois Fair Plan Association. Leroy has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, Leroy is part of Acrylic Financial, Inc, which operates out of Fountain Hills, Arizona. The firm has 20 offices and 21 employees. The firm manages assets totaling $84.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Acrylic Financial, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

16930 East Palisades Blvd. Suite 100-C
Fountain Hills, AZ 85268

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Acrylic Financial, Inc Brokerage Details

Total Assets Under Management

$84,168,360

AZ Average: $1,555,372,352
Total Number of Employees

21

AZ Average: 37
Total Number of Accounts

463

AZ Average: 1,370
Average Account Size

$181,789

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Leroy Isbell Work History

2023 - Present (2 years)

Acrylic Financial, Inc

2004 - Present (21 years)

Wfg

2004 - Present (21 years)

Wgs

1999 - Present (26 years)

Nationwide Insurance

1998 - Present (27 years)

General Agent Center

1997 - Present (28 years)

Bolton & Company

1995 - Present (30 years)

Allied Administrators

1990 - Present (35 years)

United American Insurance

1989 - Present (36 years)

Orion Auto Insurance

1988 - Present (37 years)

Affirmative Insurance Co

1988 - Present (37 years)

Illinois Fair Plan Association

1987 - Present (38 years)

Special Insurance Services

1978 - Present (47 years)

Planned Financial Services

1974 - Present (51 years)

Planned Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Leroy Isbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Acrylic Financial, Inc

Michael Parker
Fountain Hills, AZ
Joseph Puetz
Elkhorn, NE
Ryan Lynsky
Fountain Hills, AZ
Scott Mclaine
Fountain Hills, AZ
Marina Deering
Traverse City, MI
Jazzmine Thomas
Palmdale, CA
Alan Chu
Fountain Hills, AZ
Patrick Gierke
Crystal Lake, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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