GL
George D. Leidel
SECOND HALF FINANCIAL PARTNERS
SEBRING, FL 33870
Some features on this profile are disabled
CRD#: 3074851
GL
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.
1. Leidel, Inc.: Not investment related: 11/2015 - Present: Sebring, FL: President: Holding Company: 0 hrs/wk: 0 hrs during trading. 2. John 14:6 LLC: not investment related: 4/2011 - Present: Sebring, FL: Managing Member: Rental Real Estate: 0 hrs/mo:0 hrs during trading. 3. Fixed Insurance conducted through Platinum Financial Partners, LLC: investment related: 10/2011 - Present: Sebring, FL: Insurance Sales Agent: 10 hrs/week, 10 hrs during trading. 4. Leidel Capital, Inc.: not investment related: 1/2017 - Present: Sebring, FL: Managing Member: Holding Company: 0 hrs/mo:0 hrs during trading. 5. Platinum Financial Partners, LLC (f/k/a U.S. Tax, LLC) : not investment related: 3/2015 - Present: Sebring, FL: Managing Member: Tax Preparation: 10 hrs/mo: 10 hrs during trading:preparing tax returns and representing tax payers before the IRS. 6. Swaine & Leidel Wealth Services - Sebring, FL - Previous RIA name kept and used as a DBA name for advisory business - 05/2012 - 01/2021 RIA and 01/2021 to Present DBA name - 0 hours per month devoted - 0 hours per month devoted during securities trading hours 7. Heartland Tax and Accounting, LLC - Sebring, Fl. Partner, started 01/2024 to present. 10 hours per month, 10 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view George David Leidel 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®
NoneExperience
Current
October 22, 2012 - Present
SECOND HALF FINANCIAL PARTNERS, LLC
Office #1: 145 West Center Avenue, Sebring, FL 33870RIA
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.
BD
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.
BD
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.
BD
CRD#: 16443
SEBRING, FL
Past
September 29, 2003 - February 3, 2004
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
August 28, 2003 - September 18, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
July 29, 1998 - September 29, 2000
EDWARD JONES
BD
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".
SH
SECOND HALF FINANCIAL PARTNERS, LLC
SECOND HALF FINANCIAL PARTNERS, LLC | SWAINE AND LEIDEL WEALTH SERVICES | SWAINE & LEIDEL WEALTH SERVICES, LLC | SWAINE & LEIDEL WEALTH SERVICES | SWAINE & LEIDEL LLC | STATLER FINANCIAL SERVICES, INC. | SECOND HALF TEAM
CRD#: 163454 / SEC#: 801-113533
RIA
Registered Investment Advisory firm - (7/5/2018 Approved)Florida
Registered Investment Advisory firm - (12/31/2018 Terminated)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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SH
SECOND HALF FINANCIAL PARTNERS, LLC
SECOND HALF FINANCIAL PARTNERS, LLC | SWAINE AND LEIDEL WEALTH SERVICES | SWAINE & LEIDEL WEALTH SERVICES, LLC | SWAINE & LEIDEL WEALTH SERVICES | SWAINE & LEIDEL LLC | STATLER FINANCIAL SERVICES, INC. | SECOND HALF TEAM
CRD#: 163454 / SEC#: 801-113533
RIA
Registered Investment Advisory firm - (7/5/2018 Approved)Florida
Registered Investment Advisory firm - (12/31/2018 Terminated)Upgrade to AdvisorCheck Premium
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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
10
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,119 |
| AUM (Assets Under Management) | $ 364,118,989 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
