Unclaimed Profile

James Patrick Leaderer

AFFORDABLE LIFE PLANS, LLC·CARROLLTON, Texas

SIE, Series 6, Series 7, Series 24, Series 55, Series 63, Series 65Clean record13 years registeredAFFORDABLE LIFE PLANS, LLC

3000 KELLWAY, CARROLLTON, TX 75006CRD# 2966358Firm CRD# 164009

Profile Verification

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

Identity

James Patrick Leaderer · CARROLLTON, TX

Registration

CRD #2966358 · AFFORDABLE LIFE PLANS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AFFORDABLE LIFE PLANS, LLC

EQUITABLE ADVISORS, LLC

Feb 2022 – Mar 2024

MCKINNEY, TX

ALLSTATE FINANCIAL ADVISORS, LLC

Feb 2016 – Feb 2022

McKinney, TX

AFFORDABLE LIFE PLANS, LLC

Apr 2013 – May 2015

FRISCO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · April 5, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFORDABLE LIFE PLANS, LLC

CRD 164009 · SEC 801-78039

AUM

$799K

Regulatory assets under management

Employees

33 client accounts

Services offered by AFFORDABLE LIFE PLANS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFORDABLE LIFE PLANS, LLC →

Introduction

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Frequently Asked Questions

What services does James Patrick Leaderer offer?

James Patrick Leaderer specializes in Financial Planning, Investment Management.

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, last registered with AFFORDABLE LIFE PLANS, LLC.

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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