Michael Leasure, financial advisor Rockville MD
96 score

Michael Leasure

CRD 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.

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Professional Designations
Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jul 2009 - Current 7
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
Contact Info for Michael J. Leasure
Phone Number: 404-813-8981
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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