George Leidel
George Leidel is a registered investment advisor at Second Half Financial Partners, LLC, based in Sebring, FL, with 24 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 493 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
145 West Center Avenue, Sebring, FL, 33870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is the president of Leidel, Inc. and managing member of John 14:6 LLC, Leidel Capital, Inc., and Platinum Financial Partners, LLC. He also works as an insurance sales agent through Platinum Financial Partners, dedicating a few hours per week, and is a partner at Heartland Tax and Accounting, LLC, spending minimal time.
Employment History
Current Registrations
Second Half Financial Partners, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial Corporation
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
AXA Advisors, LLCBroker
Edward JonesBroker
Edward JonesBroker
State Registrations2 states
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.