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Edward Gene Leedom

Advisor at LPL Financial — Zanesville, OH Maple Ave

Updated today

Credentials

CFP®, Series 63

Experience

33 years

Location

Zanesville, OH 43701

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Edward Leedom is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® and Series 63 designations and previously worked for Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. for 18 years. He serves as a co-trustee for a family investment trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Zanesville, OH Maple Ave

1146 Maple Ave

Zanesville OH 43701

Advisors at this office

1

Most active in

Ohio

Work history

33 years of industry experience

LPL Financial

2020 - Present • 6 years

Zanesville, OH

Unemployed

2019 - 2020 • 1 year

Newark, OH

Harbor Funds Distributors, Inc.

2001 - 2019 • 18 years

Chicago, IL

Harbor Capital Advisors, Inc.

2001 - 2019 • 18 years

Chicago, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard M

ChFC®, Series 66

Zanesville, OH

Richard Miller Financial Services, LLC

Richard Miller is the sole advisor at Richard Miller Financial Services, LLC in Zanesville, OH, holding the ChFC® designation and Series 66 license with 25 years of industry experience. He has operated his firm since 2011. Outside of his financial advisory work, he is co-owner of a small beef cattle farming business established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, high net worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm manages approximately $8.38 million in discretionary assets, typically using mutual funds, ETFs, and individual securities, with a customized investment approach focused on fundamental analysis and both long-term and tactical strategies.

Concentrated stock management Options & derivatives strategies Active portfolio management
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Thomas L

CFA®, Series 63

Zanesville, OH

Alliant Capital Management LLC

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Active portfolio management Options & derivatives strategies
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Karl S

Series 65

Zanesville, OH

Saunix Investment Management, LLC

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Wealth management Real estate investing Doctor or Medical Professional Military & Veterans Mid-Career Professionals
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Renee' S

CFA®

Zanesville, OH

Hendley & Co. Inc.

Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.

Active portfolio management
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Michael S

Zanesville, OH

Hendley & Co. Inc.

Michael Snode is a financial advisor at Hendley & Co. Inc. in Zanesville, OH, with 18 years of industry experience. He has been with Hendley & Company, Inc. since 2006. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and typically favors longer-term holdings while employing short-term trades when appropriate.

Active portfolio management
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Ross W

Series 66

Zanesville, OH

Kestra Private Wealth Services, LLC

Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Bank of America and Merrill. Outside of advisory work, he serves on the steering committee of Muskingum County Emerging Leaders, contributing to organizational direction and event planning. Kestra Private Wealth Services, LLC supports a diverse client base that includes individuals, retirement plans, and institutional entities by offering advisor-managed portfolios, financial planning, wrap-fee programs, and various investment solutions. The firm provides both discretionary and non-discretionary advisory approaches and maintains notable institutional relationships and affiliated trustee services.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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