Founder · Second Half Financial Partners, LLC
George D. Leidel
CRD 3074851 · Named on Form ADV at one SEC-registered adviser
At a glance
Second Half Financial Partners, LLC, an SEC-registered wealth manager based in Sebring, FL with $128 million in regulatory assets, lists George D. Leidel on its Form ADV as Founder, a control person.
Firms and roles
- Second Half Financial Partners, LLCFounderWealth manager · Sebring, FL · $128M in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Leila M. ShaverChief Compliance Officer, Second Half Financial Partners, LLC
- John W. SwaineFounder, Second Half Financial Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.