Thomas
Leland
Southeast Asset Advisors, LLC
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About this Advisor
Thomas Leland is a financial advisor operating out of Mobile, Alabama with 8 years of industry experience. Leland currently works for Southeast Asset Advisors, LLC. Over the course of their career, they have held roles at Southeast Asset Advisors Inc and Raymond James & Associates, Inc. Leland has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama and Texas. Southeast Asset Advisors, LLC is a registered investment company based in Thomasville, GA. The company has offices in four locations and a total of 15 employees. It controls $3 billion in assets under management across its 1,296 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 21 charitable organizations. Of its 1,296 client accounts, 52% are held by high-net-worth individuals who have more than $1 million in assets. Southeast Asset Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically are based on which services the firm provides the client. Fees billed by Southeast Asset Advisors, LLC most likely include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southeast Asset Advisors, LLC Brokerage Details
$3,239,114,249
15
1,296
$2,499,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Leland Work History
Thomas has been registered as a financial advisor for 8 years.*
Southeast Asset Advisors Inc
Raymond James & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Leland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Southeast Asset Advisors, LLC
Thomasville, GA
Thomasville, GA
Charleston, SC
Thomasville, GA
Mobile, AL
Tallahassee, FL
Thomasville, GA
Tallahassee, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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