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Edward G. Leeper
M GROUP
Valleyford, WA 99036
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CRD#: 6059764
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Professional summary
Edward Guy Leeper is a registered financial advisor currently at M GROUP located in Valleyford, Washington.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Edward has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Kelly Right Real Estate 03/2020, real estate agent 5 hours per week, M Group Wealth & Insurance LLC, insurance agent, 5-10hours per week
CRS (Client Relationship Summary) - RIA
Click below to view Edward Guy Leeper'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
April 28, 2012 - Present
M GROUP
Office #1: 11311 S. Sands Road, Valleyford, WA 99036RIA
CRD#: 160128
Valleyford, WA
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".
MG
M GROUP
M GROUP | M GROUP INVESTMENT ADVISOR, LLC
CRD#: 160128 / SEC#: 801-119994
RIA
Registered Investment Advisory firm - (12/18/2020 Approved)California
Registered Investment Advisory firm - (1/17/2021 Terminated)Florida
Registered Investment Advisory firm - (12/18/2020 Terminated)Oregon
Registered Investment Advisory firm - (12/24/2020 Terminated)Texas
Registered Investment Advisory firm - (12/18/2020 Terminated)Utah
Registered Investment Advisory firm - (2/25/2019 Terminated)Washington
Registered Investment Advisory firm - (1/18/2021 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
California(7/7/2015)
IAR
Oregon(4/28/2012)
IAR
Washington(1/2/2014)
Current Firm
MG
M GROUP
M GROUP | M GROUP INVESTMENT ADVISOR, LLC
CRD#: 160128 / SEC#: 801-119994
RIA
Registered Investment Advisory firm - (12/18/2020 Approved)California
Registered Investment Advisory firm - (1/17/2021 Terminated)Florida
Registered Investment Advisory firm - (12/18/2020 Terminated)Oregon
Registered Investment Advisory firm - (12/24/2020 Terminated)Texas
Registered Investment Advisory firm - (12/18/2020 Terminated)Utah
Registered Investment Advisory firm - (2/25/2019 Terminated)Washington
Registered Investment Advisory firm - (1/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Winter Garden, FL
Mailing Address
Phone number
(541) 708-1922
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 462 |
| AUM (Assets Under Management) | $ 299,628,830 |
Red Flags
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Company Information
M GROUP
CRD#: 160128Valleyford, WA 99036TRUST BUT VERIFY
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