Douglas Leeson (CRD# 1540703) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 32 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Research & Advisory Grp | Atlanta, GA | Apr 1992 - Current | 32 |
| Lpl Financial, LLC | Atlanta, GA | Apr 1992 - Sep 2016 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1991 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management11,498MILLIONS
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Total Number of Accounts597ACCOUNTS
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Average Account Value$19,259,567
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
NC
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