George D. Leidel

SECOND HALF FINANCIAL PARTNERS

SEBRING, FL 33870

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CRD#: 3074851

Professional summary

George David Leidel JR, who also goes by George David Leidel, is a registered financial advisor currently at SECOND HALF FINANCIAL PARTNERS, LLC located in Sebring, Florida.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. George has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George David Leidel

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) - RIA

Click below to view George David Leidel JR's CRS (Customer Relationship Summary).

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

October 22, 2012 - Present

SECOND HALF FINANCIAL PARTNERS, LLC

Office #1: 145 West Center Avenue, Sebring, FL 33870

RIA

CRD#: 163454

SEBRING, FL

Past

October 13, 2009 - December 31, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SEBRING, FL

Past

September 16, 2009 - December 31, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SEBRING, FL

Past

December 10, 2007 - October 1, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

FT. WALTON BEACH, FL

Past

September 7, 2006 - September 17, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

SEBRING, FL

Past

September 5, 2006 - September 17, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

SEBRING, FL

Past

February 11, 2004 - October 10, 2006

INVESTMENT CENTERS OF AMERICA, INC.

RIA

CRD#: 16443

SEBRING, FL

Past

February 5, 2004 - October 10, 2006

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

SEBRING, FL

Past

September 29, 2003 - February 3, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

August 28, 2003 - September 18, 2003

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

July 29, 1998 - September 29, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

SECOND HALF FINANCIAL PARTNERS, LLC

CRD#: 163454 / SEC#: 801-113533

RIA

Registered Investment Advisory firm - (7/5/2018 Approved)

Florida

Registered Investment Advisory firm - (12/31/2018 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).

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

Florida
(10/22/2012)

IAR

Ohio
(6/20/2024)

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 66

Date: 1/26/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/25/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/21/2003

General Securities Representative Examination

Current Firm

SECOND HALF FINANCIAL PARTNERS, LLC

CRD#: 163454 / SEC#: 801-113533

RIA

Registered Investment Advisory firm - (7/5/2018 Approved)

Florida

Registered Investment Advisory firm - (12/31/2018 Terminated)

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Contact information

Main Address

145 West Center Avenue, Sebring, FL 33870

Mailing Address

Phone number

(863) 385-1101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT FORM ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,119
AUM (Assets Under Management)	$ 364,118,989

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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Advisor Monitoring

Firm Stability Insights

George D. Leidel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George David Leidel JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

EQUITABLE ADVISORS, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SECOND HALF FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2004

Series 63

Date: 8/25/2003

SIE

Date: 12/31/2016

Series 7

Date: 7/21/2003

Current Firm

SECOND HALF FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECOND HALF FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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