Edward Leeper (CRD# 6059764) is an Investment Advisor Representative working at M Group in Valleyford, WA and has over 12 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kelly Right Real Estate | Spokane, WA | Mar 2020 - Current | 4 |
| M Group Wealth & Insurance LLC | Valleyford, WA | May 2012 - Current | 12 |
| Re/max South | Puyallup, WA | Jan 2017 - Mar 2020 | 3 |
| Sanofi | Bridgewater, NJ | Apr 2005 - Jan 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- CA
- OR
- WA
-
Total Assets Under Management256MILLIONS
-
Total Number of Accounts396ACCOUNTS
-
Average Account Value$646,900
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, FL, OR, TX, WA
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