Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Fallon is an Investment Advisor Representative with First Command Advisory Services. Leland has been in the financial services industry since 2009, and holds licenses for Oregon and Texas. Leland has previously worked at CUSO Financial Services, L.P., Principal Securities, Inc., LPL Financial LLC, MML Investors Services, LLC, Ameriprise Financial Services, Inc., PRINCOR FINANCIAL SERVICES CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, VANGUARD MARKETING CORPORATION, PURSHE KAPLAN STERLING INVESTMENTS, and SAGEPOINT FINANCIAL, INC. Leland offers a variety of financial planning services, including portfolio management for individuals. Leland is committed to providing clients with personalized financial advice and guidance.
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.
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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TX
12/19/2024 - Present
First Command Advisory Services (FORT WORTH TX)
CA
09/01/2023 - 06/07/2024
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
IA
04/28/2022 - 09/06/2023
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
OR
09/14/2021 - 04/29/2022
LPL FINANCIAL LLC (ASTORIA OR)
MA
11/22/2017 - 08/10/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CA
05/04/2016 - 06/06/2017
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
05/18/2015 - 04/14/2016
PRINCOR FINANCIAL SERVICES CORPORATION (San Francisco CA)
CA
12/20/2013 - 06/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
AZ
09/19/2012 - 09/18/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
11/21/2011 - 01/12/2012
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
08/31/2011 - 11/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
06/11/2010 - 09/08/2010
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
08/20/2009 - 06/09/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
06/03/2009 - 07/21/2009
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
07/01/2008 - 05/06/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
11/24/2006 - 06/16/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 12/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2022
Series 4 - Registered Options Principal Examination
BC
Issued 03/22/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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