linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Harrison Walker Leeson

IRA Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Harrison? Claim Your Profile

About Harrison Walker Leeson

Harrison Walker Leeson is an Investment Advisor Representative at IRA Group, Inc. Harrison has been working in the financial services industry for over three years. He holds a Series 6, 7, 63, and 66 license. Harrison previously worked at T. Rowe Price Investment Services, Inc. in Owings Mills, MD. Harrison specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Harrison is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Harrison 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Project flat fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Harrison Leeson’s Registration & Firm History

GA

04/15/2020 - Present

IRA Group, Inc. (ATLANTA GA)

MD

11/02/2017 - 03/10/2020

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

Not sure if Harrison Walker Leeson is right for you?

Licenses & Designations

BOTH

Issued 05/25/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harrison Walker Leeson.
Not sure if Harrison Walker Leeson is right for you?