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Douglas Brian Leeson

IRA Group, Inc.

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About Douglas Brian Leeson

Douglas Brian Leeson is a financial professional with over 30 years of experience in the industry. Douglas is currently registered with IRA Group, Inc. as an Investment Advisor Representative. Douglas holds Series 6, 7, 24, 63, and 65 licenses and has expertise in financial planning, pension consulting, and portfolio management for individuals. Douglas has previously worked for LPL FINANCIAL LLC and AETNA FINANCIAL SERVICES, INC.

Firm Information

Douglas Leeson is currently registered with IRA Group, Inc.. IRA Group, Inc. is an investment advisory firm headquartered in Atlanta, Georgia. The firm manages over $11 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. IRA Group provides financial planning, pension consulting, educational seminars, and portfolio management services.
IRA Group, Inc.

1230 PEACHTREE STREET NE

ATLANTA, GA 30309

$11.50B

Assets Under Management

Not reported

Total Clients

13

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Project flat fees

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Douglas Leeson’s Registration & Firm History

GA

04/25/2022 - Present

IRA Group, Inc. (ATLANTA GA)

GA

04/11/1992 - 10/03/2016

LPL FINANCIAL LLC (ATLANTA GA)

CT

12/11/1989 - 04/27/1992

AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)

CT

08/12/1986 - 12/21/1989

AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 10/09/1991

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/03/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1992

Series 7 - General Securities Representative Examination

BC

Issued 08/11/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Douglas Brian Leeson. Review regulatory record here.
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