Leland M. Gross
PEACELINK FINANCIAL PLANNING
Virginia Beach, VA 23462
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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.
Question & Answer
What are your service offerings?
Small Business Planning
Retirement Planning
Life Transitions
Comprehensive Financial Planni...
Insurance Planning
Employee and Employer Plan Ben...
Investment Planning
Education Planning
Debt Management
Inheritance
Budgeting
Socially Responsible Investing
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
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.
(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.
CRS (Client Relationship Summary) - RIA
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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®
Start date: 2019
Experience
Current
September 15, 2021 - Present
PEACELINK FINANCIAL PLANNING
Office #1: 249 Central Park Avenue Suite 300-64, Virginia Beach, VA 23462RIA
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.
BD
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
249 Central Park Avenue Suite 300-64, Virginia Beach, VA 23462
Mailing Address
Phone number
(757) 279-5015
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 321 |
| AUM (Assets Under Management) | $ 21,208,034 |
Red Flags
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Company Information
PEACELINK FINANCIAL PLANNING
CRD#: 315129Virginia Beach, VA 23462TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
