linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Wesley McLeod

Financial Economics Consulting Group, Inc.

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

About Robert Wesley McLeod

Robert McLeod is a financial advisor with Financial Economics Consulting Group, Inc. located in Tuscaloosa, Alabama. Robert has been in the industry since 1986 and is a Certified Financial Planner and a Chartered Financial Analyst. Robert has been registered with the state of Alabama since 1991, the state of Texas since 2012 and the state of Louisiana since 2015. Robert is a Professor of Finance at the University of Alabama.

Firm Information

Robert McLeod is currently registered with Financial Economics Consulting Group, Inc.. Financial Economics Consulting Group, Inc. is an investment advisor with 2 investment adviser representatives. The firm manages approximately $68.89 million in assets, with $65.01 million of that under discretionary management. The firm provides portfolio management services for individuals and offers consulting, valuation, and expert services. They primarily serve high-net-worth individuals (28 clients) and individuals other than high-net-worth individuals (135 clients).

$68.89M

Assets Under Management

Not reported

Total Clients

2

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

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting, valuation and expert services

Consulting, valuation and expert services

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

percentage of assets

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

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.

Robert McLeod’s Registration & Firm History

AL

04/04/2012 - Present

Financial Economics Consulting Group, Inc. (TUSCALOOSA AL)

NA

06/04/1987 - 09/19/1989

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

NA

02/19/1986 - 06/02/1987

FSC SECURITIES CORPORATION

Not sure if Robert Wesley McLeod is right for you?

Licenses & Designations

BC

Issued 03/06/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Wesley McLeod.
Not sure if Robert Wesley McLeod is right for you?