Michael LeasureCRD Number: 4549670
Current Firm: Suntrust Investment Services, Inc.
Michael Leasure (CRD# 4549670) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Rockville, MD and has over 14 years of experience in the finance industry. Michael Leasure 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Jul 2009 - Current||8|
|Edgemoor Investment Advisors, Inc.||Washington, DC||Sep 2008 - Jul 2009||< 1|
|Viking Fund Distributors, LLC||Minot, ND||Sep 2008 - Jul 2009||< 1|
|Suntrust Investment Services||Atlanta, GA||Jan 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV