Clair E. Leedom
Professional summary
Clair Edward Leedom III, who also goes by Bud Leedom, is a registered financial advisor currently at LEEDOM ASSET MANAGEMENT, INC. located in Rancho Santa Fe, California.
Clair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Clair has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Clair Edward Leedom III's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2007 - Present
LEEDOM ASSET MANAGEMENT, INC.
August 22, 2012 - September 24, 2012
MERRIMAN CAPITAL, INC.
October 21, 2009 - December 1, 2010
GLOBAL HUNTER SECURITIES, LLC
March 3, 2006 - July 13, 2006
CENTRAL PARK EQUITY, LLC
February 7, 2006 - February 14, 2007
WFP SECURITIES
November 23, 2005 - February 14, 2007
WFP SECURITIES
May 30, 2002 - December 1, 2003
WELLS FARGO SECURITIES, LLC
July 11, 2001 - March 28, 2002
WELLS FARGO INVESTMENTS, LLC
September 28, 1999 - July 11, 2001
WELLS FARGO SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2007)
Exams
Current Firm
LEEDOM ASSET MANAGEMENT, INC.
CRD#: 141606 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 74,075,000 |
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.
