Jill Leland (CRD# 4907093) is an Investment Advisor Representative working at Principal Securities, Inc. in Corpus Christi, TX and has over 19 years of experience in the finance industry. Jill Leland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Corpus Christi, TX | Jun 2020 - Current | 3 |
| Principal Securities Inc. | Corpus Christi, TX | Jun 2020 - Current | 3 |
| Demontel Financial Services | Corpus Christi, TX | Jun 2020 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | Corpus Christi, TX | Apr 2017 - Jun 2020 | 3 |
| Raymond James Financial Services, Inc. | Corpus Christi, TX | Mar 2017 - Jun 2020 | 3 |
| Laguna Wealth Services | Corpus Christi, TX | Mar 2017 - Jun 2020 | 3 |
| Unemployed | Corpus Christi, TX | Nov 2016 - Feb 2017 | < 1 |
| Western And Southern Life | Corpus Christi, TX | Nov 2015 - Dec 2016 | 1 |
| W&s Brokerage Service | Cincinnati, OH | Nov 2015 - Nov 2016 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | San Antonio, TX | Apr 2014 - Nov 2015 | 1 |
| Tiaa | San Antonio, TX | Mar 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
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