Douglas B. Leeson
Professional summary
Douglas Brian Leeson is a registered financial advisor currently at IRA GROUP, INC. located in Atlanta, Georgia.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Douglas has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Brian Leeson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2020 - Present
IRA GROUP, INC.
Office #1: 1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309April 25, 2003 - December 10, 2012
IRA GROUP, INC.
April 21, 1992 - October 3, 2016
LPL FINANCIAL LLC
April 11, 1992 - October 3, 2016
LPL FINANCIAL LLC
December 11, 1989 - April 27, 1992
AELTUS CAPITAL, INC
August 12, 1986 - December 21, 1989
AETNA FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
IRA GROUP, INC.
CRD#: 126246 / SEC#: 801-70558
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2020)
(4/25/2022)
Exams
Current Firm
IRA GROUP, INC.
CRD#: 126246 / SEC#: 801-70558
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 630 |
| AUM (Assets Under Management) | $ 13,197,612,044 |
Red Flags
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