Robert McLeod (CRD# 1460653) is an Investment Advisor Representative working at Financial Economics Consulting Group, Inc. in Tuscaloosa, AL and has over 38 years of experience in the finance industry. Robert McLeod 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.
CRD# 4799781
Ameriprise Financial Services, LLC
CRD# 5461307
Osaic Wealth, Inc.
CRD# 5533578
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Economics Consulting Group, Inc. | Tuscaloosa, AL | Aug 1986 - Current | 37 |
| Universtiy Of Alabama | Tuscaloosa , AL | Aug 1978 - Current | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- LA
- TX
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Total Assets Under Management69MILLIONS
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Total Number of Accounts237ACCOUNTS
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Average Account Value$290,695
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
AL, LA, TX
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