Joseph Leonard (CRD# 1197960) is an Investment Advisor Representative working at Leonard Wealth Management, LLC in Lincolnton, NC and has over 40 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
Company Name | Location | Dates | Years |
---|---|---|---|
Leonard Wealth Management, LLC | Lincolnton, NC | Feb 2020 - Current | 4 |
J. Cain Leonard Dba Leonard Insurance Solutions | Lincolnton, NC | Oct 1995 - Current | 28 |
Ae Wealth Management, LLC | Topeka, KS | Apr 2018 - Feb 2021 | 2 |
Trustee Of Two Trusts | Lincolnton, NC | Jul 2007 - Dec 2019 | 12 |
Retirement Wealth Advisors | Jenison, MI | Oct 2014 - Apr 2018 | 3 |
Formula Folio Investments | Grand Rapids, MI | Oct 2014 - Apr 2018 | 3 |
Foundation For Financial Education | Rockville, MD | Jan 2017 - Feb 2018 | 1 |
Resource Horizons Group, LLC | Marietta, GA | Dec 2013 - Oct 2014 | < 1 |
Resource Horizons Investment Advisory, LLC | Marietta, GA | Dec 2013 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1984 |
- NC
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$89,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.