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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Albert Leese is an investment advisor representative with Gallagher Fiduciary Advisors, LLC, based in Baton Rouge, LA. Donald has been in the industry since 2009, previously working with TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC. Donald has a Series 6, Series 63 and Series 65 license. Donald specializes in retirement plan consulting, financial planning, and portfolio management for individuals and businesses. Donald is registered with the state of Alabama, Louisiana, Mississippi, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Baton Rouge LA)
LA
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Baton Rouge LA)
LA
04/23/2012 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (BATON ROUGE LA)
LA
01/18/2011 - 04/18/2012
FINANCIAL TELESIS INC (BATON ROUGE LA)
LA
07/09/2009 - 01/18/2011
PRINCOR FINANCIAL SERVICES CORPORATION (BATON ROUGE LA)
CA
12/06/2010 - 12/10/2010
FINANCIAL TELESIS INC (SAN RAFAEL CA)
IA
Issued 07/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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