George LeidelCRD 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.
Johnson Stivender Wealth Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
J. W. Cole Advisors, Inc.
|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||5|
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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