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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leland is an Investment Advisor Representative registered in the state of Alabama and Texas. Thomas is affiliated with Southeast Asset Advisors, LLC. Thomas has been in the industry for 28 years. Thomas Leland was previously registered with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and Legg Mason Wood Walker, Incorporated. Thomas Leland has passed the Series 63, Series 65, Series 7 and SIE exams.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AL
01/20/2016 - Present
Southeast Asset Advisors, LLC (Mobile AL)
AL
02/13/2013 - 09/18/2015
RAYMOND JAMES & ASSOCIATES, INC. (MOBILE AL)
AL
12/02/1994 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MOBILE AL)
MD
02/05/1993 - 12/13/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 02/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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