Douglas Leeson is a registered investment advisor at Ira Group, INC., based in Atlanta, GA, with 36 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 302 clients with $15B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
IM Fee
Planning only
Assets Under Management
$15.4B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2011Closed-No Action
Employment History
Current Registrations
Ira Group, INC.
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Ira Group, INC.
April 2003 - December 2012 · 9 yrs 8 mos
LPL Financial LLC
April 1992 - October 2016 · 24 yrs 6 mos
LPL Financial LLCBroker
April 1992 - October 2016 · 24 yrs 6 mos
Aetna Capital Management, INC.Broker
December 1989 - April 1992 · 2 yrs 4 mos
Aetna Financial Services, INC.Broker
August 1986 - December 1989 · 3 yrs 4 mos
State Registrations2 states
GATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Austin Ort, ChFCIra Group, INC.
- John Frazer, CFPIra Group, INC.
- Lauren Baccari, CFPHb Wealth
- Dean Morris, CFACornerstone Investment Partners, LLC
- Michael Mueller, CFPSmith & Howard Wealth Management, LLC
- Ryan Mccafferty, CFPLarge and Gilbert Wealth Advisory