Ed Leedom
Financial Consultant at Webb Financial Group LLC
- Role
- Financial Consultant at Webb Financial Group Llc
- Location
- Zanesville, OH, US
- LinkedIn followers
- 500 followers
About Ed Leedom
I bring over 30 years of senior-level experience working in the institutional asset…
Experience
Financial Consultant
Jul 2020 — Present · Zanesville, OH, US
Assisting retirement plans, endowments, foundations and individuals with investment selection, estate plan reviews, plan design and third party provider liaison services.Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Bowling Green State University
Bachelor of Science-Business Adminstration, Marketing-Sales
College for Financial Planning
CFP, Financial Planning
1994
Skills
- Revenue Growth Generation
- Investments
- Management
- Intermediary Firm Relations
- Designation
- Retirement Planning
- Strategic Marketing
- Series 63
- Portfolio Management
- 401k
- Negotiation
- C-Level Relationships
- Investment Management
- 401(K) Retirement Savings Plans
- Client Services
- Institutional Asset Management
- Macroeconomics
- Retirement
- Series 26
- Dcio
- Asset Allocation
- Mutual Funds
- Securities
- Asset Management
- Team Mentoring
- Pension Funds
- Team Leadership
- Financial Services
- Investment Advisory
- Series 7
- Series 6
- Uniform Combined State Law
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