Richard Gleim Leffler
Investment adviser representative at Raymond James Financial Services Advisors, Inc
35 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
35 years in the industry.
- N/a - Rotary ClubFeb 2012 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Raymond James Financial Services, Inc.Nov 1996 to now
- Richard G. Leffler Jr. Cpa Inc.Oct 1991 to now
- S & L Holdings LLCNov 2008 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 2823665
- Firm CRD
- 149018