Mark Covell
Investment adviser representative at Leading Edge Financial Planning LLC
10 yearsExperience
1 stateRegistered in
$521.8MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Leading Edge Financial Planning LLCOct 2020 to now
- American AirlinesNov 2017 to now
- Skywest AirlinesMar 2017 to Oct 2017
- Next OrthosurgicalOct 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Leading Edge Financial Planning LLC
$521.8MAssets managed
302Clients
9Advisers
5 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
- 7308356
- Firm CRD
- 277149