Unclaimed Profile

Thomas Mikell Leland

SOUTHEAST ASSET ADVISORS, LLC·THOMASVILLE, Georgia

SIE, Series 7, Series 63, Series 65Clean record29 years registeredSOUTHEAST ASSET ADVISORS, LLC

314 GORDON AVENUE, THOMASVILLE, GA 31792CRD# 2305002Firm CRD# 107588

Profile Verification

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

Identity

Thomas Mikell Leland · THOMASVILLE, GA

Registration

CRD #2305002 · SOUTHEAST ASSET ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

SOUTHEAST ASSET ADVISORS, LLC

Dec 2015 – present

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2013 – Sep 2015

MOBILE, AL

MORGAN KEEGAN & COMPANY, INC.

Aug 1997 – Feb 2013

MOBILE, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 7, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHEAST ASSET ADVISORS, LLC

CRD 107588 · SEC 801-42952

AUM

$3.7B

Regulatory assets under management

Employees

1,345 client accounts

Services offered by SOUTHEAST ASSET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SOUTHEAST ASSET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Mikell Leland offer?

Thomas Mikell Leland specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in THOMASVILLE, Georgia for a consultation.

What are Thomas Mikell Leland's credentials?

Thomas Mikell Leland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Mikell Leland located?

Thomas Mikell Leland is based in THOMASVILLE, Georgia, working with SOUTHEAST ASSET ADVISORS, LLC. Their office serves clients in the THOMASVILLE metropolitan area and surrounding communities.

How does Thomas Mikell Leland charge for services?

Thomas Mikell Leland's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTHEAST ASSET ADVISORS, LLC?

SOUTHEAST ASSET ADVISORS, LLC has approximately 14 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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