Michael Leamon, financial advisor Rocky River OH
93 score

Michael Leamon

CRD Number: 3137286
Current Firm: Ubs Financial Services Inc.

Michael Leamon (CRD# 3137286) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. New York, NY Feb 2007 - Current 9
Mcdonald Investments Inc. Cleveland, OH Jul 1997 - Feb 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Michael O. Leamon
Phone Number: 201-352-3000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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