Stephen McLeodCRD Number: 2938758
Current Firm: Vimvest Securities, LLC
Stephen McLeod (CRD# 2938758) is an Investment Advisor Representative working at Vimvest Securities, LLC in Sarasota, FL and has over 22 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Raymond James & Associates, Inc.
|Viewtrade Securities, Inc.||Sarasota, FL||Jun 2020 - Current||1|
|Vimvest Securities, LLC||Sarasota, FL||Jun 2020 - Current||1|
|Wall Capital Group, Inc.||Phoenix, AZ||Feb 2018 - May 2020||2|
|Charles Schwab & Company, Inc.||Chicaco, IL||Jul 1997 - Feb 2018||20|
|Board Of Election Commissioners||Chicago, IL||Nov 2009 - Nov 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management76MILLIONS
Total Number of Accounts2,900ACCOUNTS
Average Account Value$26,098
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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