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Donald James Leek

Advisory Services Network

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About Donald James Leek

Donald James Leek is an investment advisor representative at Advisory Services Network. Donald has been in the financial services industry for over 25 years. He has a broad range of experience in financial planning, portfolio management for individuals, and selection of other advisors. Donald holds the Series 7 and Series 65 licenses. He is also a licensed real estate broker in Oregon. He is a registered Investment Advisor in Oregon. Donald has worked at several financial institutions, including U.S. Bancorp Investments, Inc. and Seattle-Northwest Securities Corporation.

Firm Information

Donald Leek is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Leek’s Registration & Firm History

GA

08/21/2017 - Present

Advisory Services Network (ATLANTA GA)

OR

02/04/2002 - 10/12/2007

SEATTLE-NORTHWEST SECURITIES CORPORATION (PORTLAND OR)

MN

06/18/1999 - 11/02/2001

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

MN

09/03/1997 - 06/18/1999

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

OR

11/25/1992 - 09/03/1997

U.S. BANCORP SECURITIES (PORTLAND OR)

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Licenses & Designations

IA

Issued 04/18/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald James Leek.
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