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professional profile

William M Leeb, CFP

AgentRRIAR Towson, MD CRD 731563 Last verified October 2026

Overview

William M Leeb is an insurance agent, a registered representative and an investment adviser representative based in Towson, MD, with 45 years in the industry.

Years in the industry
45
States licensed
2
States registered
34
Carrier appointments
10

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 2 states
  • Registered in 34 states
  • Producer
  • Series 22
  • Series 24
  • Series 51
  • Series 6
  • Series 63
  • Series 65
  • Series 7
  • Series 72
  • SIE

4 lines of authority, with every state and its dates

Firms

Employment history since 1981

Carriers

10 active carrier appointments

Book and practice

Firm assets under management on file

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