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ML

Michael A. Leichman

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CRD#: 1091414
ML

Professional summary


Michael Alan Leichman was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael Alan Leichman was a registered financial advisor .

Michael is a previously registered financial advisor and started their career in finance in 1988. Michael had worked at 4 firms and has passed the Series 63 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

December 22, 2008 - April 29, 2010

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
JUPITER, FL
Past

December 22, 2008 - April 29, 2010

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
JUPITER, FL
Past

July 24, 2006 - January 5, 2009

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
ALBANY, NY
Past

September 28, 2001 - January 5, 2009

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
ALBANY, NY
Past

August 5, 2000 - September 28, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 25, 1988 - August 5, 2000

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY

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
Series 63
Date: 4/1/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MK
MORGAN KEEGAN & COMPANY, LLC
ATLANTA CONSULTING GROUP | MORGAN KEEGAN & COMPANY, LLC | MORGAN KEEGAN & COMPANY, INC. | MORGAN KEEGAN

CRD#: 4161 / SEC#: 801-19665, 8-15001

BD
Terminated by SEC on 05/06/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Tennessee since 07/29/2013
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2-A (8/26/2013)

Direct owners and executive officers


NamePositionCRD#
RAYMOND JAMES FINANCIAL, INC.PARENT
BARKLEY, JOSEPH CLARENCEOPERATIONS MANAGER - MANAGING DIRECTOR1373033
BEAUPREZ, JACQUELINE ANNCHIEF COMPLIANCE OFFICER / BROKER DEALER4075012
CARSON, JOHN CONGLETON JRCEO1307784
FRANZ, RICHARD BONAFIELD IICHIEF FINANCIAL OFFICER & TREASURER1402348
MATECKI, PAUL LOUISGENERAL COUNSEL1173122

Disclosures


Regulatory Event86
Civil Event9
Arbitration173

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


MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

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