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Charles Dean Leedy

COMPERIO RETIREMENT CONSULTING, INC.·CHAPEL HILL, North Carolina
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6350 QUADRANGLE DRIVE, CHAPEL HILL, NC 27517CRD# 1012440Firm CRD# 140786
01

About

Charles Dean Leedy is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with COMPERIO RETIREMENT CONSULTING, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
COMPERIO RETIREMENT CONSULTING, INC.
COMPERIO RETIREMENT CONSULTING, INC.
AUM
$1.9B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COMPERIO RETIREMENT CONSULTING, INC. →
Services
Financial planning
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1012440
Firm CRD# 140786
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Dean Leedy offer?
Charles Dean Leedy specializes in Financial Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Charles Dean Leedy's credentials?
Charles Dean Leedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Dean Leedy located?
Charles Dean Leedy is based in CHAPEL HILL, North Carolina, working with COMPERIO RETIREMENT CONSULTING, INC.. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Charles Dean Leedy charge for services?
Charles Dean Leedy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPERIO RETIREMENT CONSULTING, INC.?
COMPERIO RETIREMENT CONSULTING, INC. has approximately 5 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHAPEL HILL
Hannah Pinckney Mcmanus — TEAM WEALTH PLANNING AND MANAGEMENT, INC.Robert Chester Eubanks — FRANKLIN STREET ADVISORS INC.Carol Elizabeth Manzon — FRANKLIN STREET ADVISORS, INC.(jr) William Bonner Thompson — FRANKLIN STREET ADVISORS, INC.Mark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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