Unclaimed Profile

George David Leidel

SECOND HALF FINANCIAL PARTNERS, LLC·SEBRING, Florida

SIE, Series 7, Series 63, Series 66Clean record22 years registeredSECOND HALF FINANCIAL PARTNERS, LLC

145 WEST CENTER AVENUE, SEBRING, FL 33870CRD# 3074851Firm CRD# 163454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George David Leidel · SEBRING, FL

Registration

CRD #3074851 · SECOND HALF FINANCIAL PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SECOND HALF FINANCIAL PARTNERS, LLC

Oct 2012 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2009 – Dec 2016

SEBRING, FL

LPL FINANCIAL CORPORATION

Dec 2007 – Oct 2009

FT. WALTON BEACH, FL

UVEST FINANCIAL SERVICES GROUP, INC.

Sep 2006 – Sep 2009

SEBRING, FL

INVESTMENT CENTERS OF AMERICA, INC.

Feb 2004 – Oct 2006

SEBRING, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 11, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECOND HALF FINANCIAL PARTNERS, LLC

CRD 163454 · SEC 801-113533

AUM

$284M

Regulatory assets under management

Employees

1,492 client accounts

Services offered by SECOND HALF FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECOND HALF FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does George David Leidel offer?

George David Leidel specializes in Financial Planning, Investment Management. Contact their office in SEBRING, Florida for a consultation.

What are George David Leidel's credentials?

George David Leidel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George David Leidel located?

George David Leidel is based in SEBRING, Florida, working with SECOND HALF FINANCIAL PARTNERS, LLC. Their office serves clients in the SEBRING metropolitan area and surrounding communities.

How does George David Leidel charge for services?

George David Leidel's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECOND HALF FINANCIAL PARTNERS, LLC?

SECOND HALF FINANCIAL PARTNERS, LLC has approximately 9 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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