George David Leidel
Investment adviser representative at Second Half Financial Partners, LLC
17 yearsExperience
2 statesRegistered in
$128MFirm assets
8 yearsFirm in business
Are you George David Leidel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Heartland Tax and Accounting, LLCJan 2024 to now
- Leidel Capital, Inc.Jan 2017 to now
- Leidel, Inc.Nov 2015 to now
- Platinum Financial Partners, LLC (f/k/a U.S. Tax, LLC)Oct 2015 to now
- Second Half Financial Partners, LLCOct 2012 to now
- John 14:6 LLCJul 2011 to now
- Swaine & Leidel Wealth Services, LLCMay 2012 to Jan 2021
- Legacy Insurance Group, LLCJul 2011 to Dec 2016
- Swaine & Leidel, LLCJul 2010 to Jan 2018
- Raymond James Financial ServicesSep 2009 to Dec 2016
- Raymond James Financial Services Advisors, IncSep 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Second Half Financial Partners, LLC
$128MAssets managed
493Clients
3Advisers
8 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
- 3074851
- Firm CRD
- 163454