Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan McLeod is an Investment Advisor Representative with Impact Investors in SAN FRANCISCO, CA. Ian McLeod has been in the financial services industry since June 2004. Ian McLeod is a CERTIFIED FINANCIAL PLANNER™. Prior to joining Impact Investors, Ian McLeod was employed by COMMUNITAS FINANCIAL PLANNING INC. in SAN FRANCISCO, CA.
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.
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.
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CA
07/23/2018 - Present
Impact Investors (SAN FRANCISCO CA)
CA
06/04/2004 - 12/31/2011
FINANCIAL WEST GROUP (BERKELEY CA)
BOTH
Issued 07/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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