RBC Capital Markets
46yrs
Top 1% by experience in Boise
25yrs
Bart Leach
Financial advisor at LPL Financial
Bart Leach is a fiduciary financial advisor in Boise, Idaho, with 25 years in the industry. Bart joined LPL Financial in 2024, after ten years at Wells Fargo Advisors and 13 years at Merrill. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 564 advisors with offices in Boise, and one of 532 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors in Idaho
Office401 W Front St Suite 400, Boise, ID 83702
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowLPL Financial LLCCurrent firm
- 2014 – 2024
- 2002 – 2014MerrillPreviously
Contact Bart
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Bart. 401 W Front St Suite 400Boise, ID 83702Office · Get directions Facebook pageLPL Financial
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Questions to ask Bart
Tailored to Bart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bart
How do I contact Bart?
Call LPL Financial at (704) 733-3300 and ask for Bart Leach. Bart works from the Boise, ID office.
How long has Bart been a financial advisor?
Bart has been in the industry since 2001, about 25 years. More experience than 74% of advisors in Idaho.
What licenses does Bart hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Bart a fiduciary?
Bart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bart paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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