Unclaimed Profile

Charles Dean Leedy

COMPERIO RETIREMENT CONSULTING, INC.·CHAPEL HILL, North Carolina

Clean recordCOMPERIO RETIREMENT CONSULTING, INC.

6350 QUADRANGLE DRIVE, CHAPEL HILL, NC 27517CRD# 1012440Firm CRD# 140786

Profile Verification

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

Identity

Charles Dean Leedy · CHAPEL HILL, NC

Registration

CRD #1012440 · COMPERIO RETIREMENT CONSULTING, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COMPERIO RETIREMENT CONSULTING, INC.

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPERIO RETIREMENT CONSULTING, INC. →

Services

Financial planning

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1012440

Firm CRD# 140786

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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