Donald James Leek
Investment adviser representative at Advisory Services Network
9 yearsExperience
1 stateRegistered in
$10.6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Advisory Services Network, LLCAug 2017 to now
- UnemployedMay 2017 to Aug 2017
- Vision Capital Management, Inc.Mar 2008 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (OR).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2214036
- Firm CRD
- 146051