Leland Gross (CRD# 6502352) is an Investment Advisor Representative working at Peacelink Financial Planning in Virginia Beach, VA and has over 8 years of experience in the finance industry. Leland Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peacelink Financial Advisors | Virginia Beach, VA | May 2021 - Current | 3 |
| Valic Financial Advisors, Inc. | North Chesterfield, VA | Jun 2015 - Sep 2021 | 6 |
| National Student Leadership | Washington, DC | Sep 2014 - Sep 2015 | 1 |
| Chick Fil A | Charleston, SC | Mar 2013 - Aug 2014 | 1 |
| Unemployed | Charleston, SC | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
| S63 | Uniform Securities State Law Examination | Sep 2015 |
- OK
- VA
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Total Assets Under Management10MILLIONS
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Total Number of Accounts152ACCOUNTS
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Average Account Value$68,382
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
OK, VA
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