Donald
Mcleod

Alpha Asset Advisors LLC

CRD#329460
Investment Advisor
in Royal Oak, MI

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About this Advisor

Donald Mcleod is a financial advisor based in Royal Oak, Michigan, working with Alpha Asset Advisors LLC. Donald has previously held positions at Donald Mccleod Agency, The Mcleod Agency Inc, Mcleod Financial Services Inc, The Mcleod Group Inc, Invest Financial Corp, Wfg Investments, Inc, Capital Asset Advisory Services LLC, Geneos Wealth Managment Inc, Alpha Asset Advisors LLC, and Cg Advisory Services. Donald has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Donald is part of Alpha Asset Advisors LLC, which operates out of Royal Oak, Michigan.

Certifications and Registrations

Series 65, Series 63

Office Location

306 South Washington Ave. Suite 228
Royal Oak, MI 48067

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Donald Mcleod Work History

2025 - Present (0 year)

Alpha Asset Advisors LLC

2017 - Present (8 years)

Geneos Wealth Managment Inc

2001 - Present (24 years)

Mcleod Financial Services Inc

2015 - 2017 (2 years)

Wfg Investments, Inc

2015 - 2023 (8 years)

Capital Asset Advisory Services LLC

2015 - 2023 (8 years)

Cg Advisory Services

2009 - 2015 (6 years)

Invest Financial Corp

2004 - 2017 (13 years)

The Mcleod Group Inc

2001 - 2017 (16 years)

The Mcleod Agency Inc

1974 - 2017 (43 years)

Donald Mccleod Agency

Disclosures

Please visit the SEC profile of Donald Mcleod to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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