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LT

Leonard Teamer

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CRD#: 1074152
LT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leonard Teamer was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 1983. Leonard had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2012 - June 29, 2015

SPC

RIA
CRD#: 110692
FARMINGTON HILLS, MI
Past

March 2, 2012 - June 29, 2015

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

October 14, 2010 - March 12, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
FARMINGTON HILLS, MI
Past

September 8, 2009 - March 12, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
FARMINGTON HILLS, MI
Past

March 31, 1999 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
FARMINGTON HILLS, MI
Past

March 27, 1992 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

May 23, 1989 - March 25, 1992

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

March 1, 1983 - May 23, 1989

PENNSYLVANIA SECURITIES COMPANY

BD
CRD#: 7667

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404

RIA
Registered Investment Advisory firm - (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)
California
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404

RIA
Registered Investment Advisory firm - (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)
California
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)
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Contact information


Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SPC FORM ADV WRAP FEE PROGRAM BROCHURE (3/20/2025)

Regulatory assets under management


Total Number of Accounts26,544
AUM (Assets Under Management)$ 5,655,661,675

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SPC

CRD#: 110692

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