George
Leidel
Second Half Financial Partners, LLC
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About this Advisor
George Leidel is a financial advisor who works in Sebring, Florida who has 11 years of industry experience. Leidel currently works for Second Half Financial Partners, LLC. During their career, Leidel has held roles at Raymond James Financial Services, John 14:6 LLC, Swaine & Leidel, LLC, Raymond James Financial Services Advisors, Inc, Swaine & Leidel Wealth Services, LLC, Legacy Insurance Group, LLC, Tax Preparation, Equitable Divorce Solutions, U.S. Tax, LLC, Leidel Capital LLC and Leidel, Inc. Leidel has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Florida. Second Half Financial Partners, LLC is a company operating out of Sebring, FL. It administers $243 million in total assets between its 1,321 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 1,321 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets. Second Half Financial Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial advisory fee schedules typically vary depending on which service is provided. Fees charged by Second Half Financial Partners, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Second Half Financial Partners, LLC Brokerage Details
$242,699,478
9
1,321
$183,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
George Leidel Work History
George has been registered as a financial advisor for 11 years.*
Leidel Capital LLC
U.S. Tax, LLC
Leidel, Inc
Swaine & Leidel Wealth Services, LLC
John 14:6 LLC
Tax Preparation
Equitable Divorce Solutions
Legacy Insurance Group, LLC
Swaine & Leidel, LLC
Raymond James Financial Services
Raymond James Financial Services Advisors, 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 George Leidel 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 Second Half Financial Partners, LLC
Sebring, FL
Sebring, FL
Sebring, FL
Sebring, FL
Sebring, 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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