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James Patrick Leaderer

AFFORDABLE LIFE PLANS, LLC·CARROLLTON, Texas
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3000 KELLWAY, CARROLLTON, TX 75006CRD# 2966358Firm CRD# 164009
01

About

James Patrick Leaderer is a registered financial advisor based in CARROLLTON, Texas, affiliated with AFFORDABLE LIFE PLANS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AFFORDABLE LIFE PLANS, LLC
AFFORDABLE LIFE PLANS, LLC
AUM
$799K
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at AFFORDABLE LIFE PLANS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 2966358
Firm CRD# 164009
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Patrick Leaderer offer?
James Patrick Leaderer specializes in Financial Planning, Investment Management. Contact their office in CARROLLTON, Texas for a consultation.
What are James Patrick Leaderer's credentials?
James Patrick Leaderer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Leaderer located?
James Patrick Leaderer is based in CARROLLTON, Texas, working with AFFORDABLE LIFE PLANS, LLC. Their office serves clients in the CARROLLTON metropolitan area and surrounding communities.
How does James Patrick Leaderer charge for services?
James Patrick Leaderer's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFORDABLE LIFE PLANS, LLC?
AFFORDABLE LIFE PLANS, LLC has approximately 16 employees and manages $799K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARROLLTON
Robert W. Boyd — AFFORDABLE LIFE PLANS, LLCKenneth Leroy Talbert — AFFORDABLE LIFE PLANS, LLCMatthew Lawrence Winebrenner — AFFORDABLE LIFE PLANS, LLCJames Braxton Talbert — AFFORDABLE LIFE PLANS, LLCShaun Paul Knapp — AFFORDABLE LIFE PLANS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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