Unclaimed Profile

William Michael Leeb

FINANCIAL COUNCIL, LLC·TOWSON, Maryland

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 65, Series 72CFP32 years registeredFINANCIAL COUNCIL, LLC

100 WEST ROAD, TOWSON, MD 21204CRD# 731563Firm CRD# 110748

Profile Verification

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

Identity

William Michael Leeb · TOWSON, MD

Registration

CRD #731563 · FINANCIAL COUNCIL, LLC · 32 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Apr 2009 – present

COMMONWEALTH FINANCIAL NETWORK

Apr 2009 – present

FSC SECURITIES CORPORATION

Feb 2009 – Apr 2009

TOWSON, MD

ADVANTAGE CAPITAL CORPORATION

Jan 1994 – Feb 2009

TOWSON, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Series 65

Series 72

Registration record

First registered · January 7, 1994

Years registered · 32

Professional designation · CFP

Disclosure History

2005Customer Dispute·Denied

1993Customer Dispute·Award / Judgment

1992Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL COUNCIL, LLC

CRD 110748 · SEC 801-51360

AUM

$959M

Regulatory assets under management

Employees

1,456 client accounts

Services offered by FINANCIAL COUNCIL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FINANCIAL COUNCIL, LLC →

Introduction

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Frequently Asked Questions

What services does William Michael Leeb offer?

William Michael Leeb specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TOWSON, Maryland for a consultation.

What are William Michael Leeb's credentials?

William Michael Leeb holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Michael Leeb located?

William Michael Leeb is based in TOWSON, Maryland, working with FINANCIAL COUNCIL, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does William Michael Leeb charge for services?

William Michael Leeb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL COUNCIL, LLC?

FINANCIAL COUNCIL, LLC has approximately 15 employees and manages $959M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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