George F. Leamnson

LEAMNSON CAPITAL ADVISORY

South Riding, VA

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CRD#: 1727959

Professional summary

George Frederick Leamnson JR, who also goes by Fred Leamnson Jr, Fred Leamnson, George Frederick Leamnson, George Frederick Leamson Jr, is a registered financial advisor currently at LEAMNSON CAPITAL ADVISORY, LLC located in South Riding, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. George has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fred Leamnson Jr | Fred Leamnson | George Frederick Leamnson | George Frederick Leamson Jr

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.

themoneymix.com; online blog. 2019; Mr. Leamnson, partner, maintains and co-writes all content; 1900 Campus Commons Drive, Suite 100, Reston, VA 20191; non-investment related; educational and informational purposes only.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Frederick Leamnson JR's CRS (Customer Relationship Summary).

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

Current

May 5, 2011 - Present

LEAMNSON CAPITAL ADVISORY, LLC

RIA

CRD#: 157113

South Riding, VA

Past

April 2, 2008 - May 5, 2011

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

WASHINGTON, DC

Past

March 7, 2008 - May 5, 2011

RBC CAPITAL MARKETS, LLC

CRD#: 31194

WASHINGTON, DC

Past

February 25, 2003 - March 10, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WASHINGTON, DC

Past

January 22, 2003 - March 10, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WASHINGTON, DC

Past

August 5, 1998 - December 19, 2002

CHEVY CHASE FINANCIAL SERVICES

RIA

CRD#: 14894

BETHESDA, MD

Past

June 15, 1998 - December 19, 2002

CHEVY CHASE FINANCIAL SERVICES

CRD#: 14894

BETHESDA, MD

Past

July 12, 1995 - July 6, 1998

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

January 22, 1993 - August 14, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

January 22, 1993 - August 14, 1995

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

September 23, 1992 - December 17, 1992

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

September 24, 1987 - January 4, 1991

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(5/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/3/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/17/2000

General Securities Principal Examination

Current Firm

LEAMNSON CAPITAL ADVISORY, LLC

CRD#: 157113 / SEC#:

District of Columbia

Registered Investment Advisory firm - (10/29/2024 Terminated)

Maryland

Registered Investment Advisory firm - (10/17/2014 Terminated)

North Carolina

Registered Investment Advisory firm - (3/20/2024 Approved)

Virginia

Registered Investment Advisory firm - (10/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Leland, NC

Mailing Address

Phone number

(703) 436-9833

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 14,575,162

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.

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George F. Leamnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Frederick Leamnson JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHEVY CHASE FINANCIAL SERVICES

CHEVY CHASE FINANCIAL SERVICES

LPL FINANCIAL LLC

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/1998

Series 63

Date: 11/3/1987

Series 7

Date: 9/19/1987

Series 24

Date: 3/17/2000

Current Firm

LEAMNSON CAPITAL ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEAMNSON CAPITAL ADVISORY, LLC

TRUST BUT VERIFY

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