Advisor at Second Half Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Second Half Financial Partners, LLC
Location
Sebring, FL 33870
Credentials
Series 63, Series 66
Industry experience
24 years
George Leidel Jr. is a financial advisor with Second Half Financial Partners, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His background includes roles at Heartland Tax and Accounting, LLC, Leidel Capital, Inc., and Raymond James Financial. Outside of advising, he serves as president or managing member of several holding companies and is involved in tax preparation and IRS representation through Platinum Financial Partners, LLC. Second Half Financial Partners provides discretionary investment management and financial consulting primarily to individuals, small businesses, trusts, and foundations, with a focus on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios using asset and tactical allocation strategies and manages an elevated client load across its team of five advisors.
Based on Second Half Financial Partners, LLC
Based on Second Half Financial Partners, LLC
up to 2.00% annually
$250 per hour for financial consulting services
145 West Center Avenue
Sebring, FL 33870
Florida · Ohio
Heartland Tax and Accounting, LLC
2024 - Present (2 years)
Second Half Financial Partners, LLC
2021 - Present (5 years)
Leidel Capital, Inc.
2017 - Present (9 years)
Leidel, Inc.
2015 - Present (11 years)
Platinum Financial Partners, LLC (f/k/a U.S. Tax, LLC)
2015 - Present (11 years)
Swaine & Leidel Wealth Services, Llc
2012 - 2021 (9 years)
John 14:6 Llc
2011 - Present (15 years)
Legacy Insurance Group, Llc
2011 - 2016 (5 years)
Swaine & Leidel, Llc
2010 - 2018 (8 years)
Raymond James Financial
2009 - 2016 (7 years)
Raymond James Financial Services
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sebring, FL
Second Half Financial Partners, LLC
Series 63, Series 65
Sebring, FL
Waypoints Financial
Series 63, Series 65
Sebring, FL
Waypoints Financial
CFP®, Series 63, Series 65
Sebring, FL
Waypoints Financial
Series 63, Series 65
Sebring, FL
Second Half Financial Partners, LLC
Series 66
Avon Park, FL
Synergy Investment Management LLC
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