Robert Wesley Mcleod

Employer firm

Financial Economics Consulting Group, Inc. CRD 117418

$82.3M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• CONSULTING, VALUATION AND EXPERT SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1986 → Present
  Financial Economics Consulting Group, Inc.
  Tuscaloosa, AL
• 08/1978 → Present
  Universtiy Of Alabama
  Tuscaloosa , AL

Other Businesses

MRE,LLC, 2316 UNIVERSITY BLVD., TUSCALOOSA, AL 35401, SINCE SEPT. 1996. I AM A 50% MEMBER/OWNER. IT IS A SEPARATE COMPANY THAT OWNS THE BUILDING FROM WHICH WE OPERATE OUR INVESTMENT BUSINESS. IT HAS AND PROVIDES NO INVESTMENT RELATED ACTIVITIES. I PROVIDE LIMITED SERVICES MONTHLY IN THE AREA OF MAINTENANCE AND UPKEEP, AFTER SECURITY TRADING HOURS AND GENERALLY AFTER REGULAR BUSINESS HOURS. MRM,LLC, 2316 UNIVERSITY BLVD., TUSCALOOSA, AL. 35401, SINCE AUGUST 2004. IT IS A PRIVATE COMPANY THAT SEEKS AND ATTEMPTS TO SECURE POTENTIAL RESIDENTIAL AND COMMERCIAL PROPERTY FOR RENTAL. IT PROVIDES NO INVESTMENT RELATED ACTIVITIES. I HELP TO IDENTIFY AND ANALYZE PROPERTIES. THE WORK IS GENERALLY PROVIDED AFTER HOURS AND ON WEEKENDS. DR. MCLEOD IS A PROFESSOR OF FINANCE AT THE UNIVERSITY OF ALABAMA, CULVERHOUSE COLLEGE OF COMMERCE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-03-06

Designations

• Certified Financial Planner
• Chartered Financial Analyst