Leland M. Gross

PEACELINK FINANCIAL PLANNING

VIRGINIA BEACH, VA 23451

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CRD#: 6502352

Professional summary

Leland Marshall Gross, CFP® is a registered financial advisor currently at PEACELINK FINANCIAL PLANNING located in Virginia Beach, Virginia.

Leland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Leland has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Paid By: Fixed / Negotiated Fee

Paid By: Retainer

Serves: Business Owners & Entrepreneurs

Services Offered

Business Services

Retirement Planning

Financial Planning

Risk Management & Insurance

Investment Management

Education Funding

Estate & Legacy Planning

Cashflow & Budgeting

Specializations

Generation X

ESG & Impact Investing

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.

(1) Management Services International Incorporated (MSI); Business is not investment related; 1738 Sands Place SE #200 Marietta, GA 30067; This business manages 3 other industrial sales companies. These companies all manufacture, supply, and repair industrial sized pumps and valves directly to end users. Board member on the board of directors; Start date is October 1, 2021; 1 hour/month, and is not during trading hours; oversee the president of the company, approve any personnel changes, and approve of the budget proposed by the treasurer and president. (2) PeaceLink Accounting, LLC; non investment-related; located at Leland Gross's residential address; accounting firm; Member & Tax preparer; 06/2024; 10% or less of his time is spent on this activity; provides Bookkeeping, Payroll, and Tax Preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leland Marshall Gross'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 15, 2021 - Present

PEACELINK FINANCIAL PLANNING

Office #1: 1213 Laskin Rd Suite 107, Virginia Beach, VA 23451

RIA

CRD#: 315129

VIRGINIA BEACH, VA

Past

February 24, 2016 - September 14, 2021

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

NORTH CHESTERFIELD, VA

Past

August 17, 2015 - September 14, 2021

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

NORTH CHESTERFIELD, VA

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

Oklahoma
(9/13/2023)

IAR

Virginia
(9/15/2021)

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: 2/19/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/23/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/2015

General Securities Representative Examination

Current Firm

PEACELINK FINANCIAL PLANNING

PEACELINK FINANCIAL PLANNING | PEACELINK FINANCIAL PLANNING LLC

CRD#: 315129 / SEC#:

Oklahoma

Registered Investment Advisory firm - (9/13/2023 Approved)

Virginia

Registered Investment Advisory firm - (9/15/2021 Approved)

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Contact information

Main Address

1213 Laskin Rd Suite 107, Virginia Beach, VA 23451

Mailing Address

Phone number

(757) 279-5015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	355
AUM (Assets Under Management)	$ 28,078,692

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.

Contact information

(xxx) xxx-xxxx

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Leland M. Gross

Professional summary

At a Glance

Services Offered

Specializations

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leland Marshall Gross's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEACELINK FINANCIAL PLANNING

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2016

Series 63

Date: 9/23/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/17/2015

Current Firm

PEACELINK FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PEACELINK FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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