George Leidel, financial advisor Sebring FL
81 score

George Leidel

CRD Number: 3074851
Current Firm: Swaine & Leidel Wealth Services, LLC

George Leidel (CRD# 3074851) is an Investment Advisor Representative working at Swaine & Leidel Wealth Services, LLC in Sebring, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Tax Preparation Sebring, FL Jan 2014 - Current 4
Equitable Divorce Solutions Sebring, FL Oct 2013 - Current 4
Swaine & Leidel Wealth Services, LLC Sebring, FL May 2012 - Current 6
Insurance-non Variable Sebring, FL Oct 2011 - Current 6
John 14:6 LLC Sebring, FL Jul 2011 - Current 6
Swaine & Leidel Wealth Services Sebring, FL Mar 2011 - Current 7
Swaine & Leidel, LLC Sebring, FL Jul 2010 - Current 7
Legacy Insurance Group, LLC Sebring, FL Jul 2011 - Dec 2016 5
Raymond James Financial Services Sebring, FL Sep 2009 - Dec 2016 7
Raymond James Financial Services Advisors, Inc. Sebring, FL Sep 2009 - Dec 2016 7
Community College Board Of Trustees Sebring, FL Mar 2010 - Nov 2011 1
Support Company - Insurance Sebring, FL Mar 2010 - Jul 2011 1
County Board Of Commissioners Sebring, FL Dec 2010 - Dec 2010 < 1
Uvest Financial Services Group Sebring, FL Sep 2006 - Sep 2009 3
Highlands Independent Bank Sebring, FL Jan 2004 - Sep 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S66 NASAA Uniform Combined State Law Examination Jan 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for George D. Leidel
Phone Number: 863-385-1101
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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