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Donald Richard Perschall

THE Leaders Group, Inc.

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About Donald Richard Perschall

Donald Richard Perschall is a financial advisor with The Leaders Group, Inc. Donald has been in the financial industry for more than 11 years and has worked with several firms in the past. Donald holds Series 6, 7, 63, 66 and 26 licenses and has been registered in California and Iowa. Donald is currently registered with The Leaders Group, Inc. and is located in Littleton, Colorado.

Firm Information

Donald Perschall is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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Donald Perschall’s Registration & Firm History

CO

10/26/2023 - Present

THE Leaders Group, Inc. (LITTLETON CO)

IA

02/09/2018 - 04/20/2021

GLOBAL ATLANTIC DISTRIBUTORS, LLC (Des Moines IA)

NE

10/09/2012 - 12/31/2013

AMERITAS INVESTMENT CORP. (LINCOLN NE)

IA

03/04/2009 - 10/03/2012

INVEST FINANCIAL CORPORATION (WEST DES MOINES IA)

IA

03/10/2006 - 01/29/2009

EDWARD JONES (POLK CITY IA)

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Licenses & Designations

BC

Issued 10/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/19/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Richard Perschall.
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