Leilani Harwood (CRD# 5583350) is an Investment Advisor Representative working at F.a.i.t.h. Driven Planning in Aliso Viejo, CA and has over 15 years of experience in the finance industry. Leilani Harwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| L.m. Harwood, Inc. | Aliso Viejo, CA | Jul 2021 - Current | 2 |
| D.m. Brenner, Inc. | Solana Beach, CA | Jun 2019 - Jul 2021 | 2 |
| Fortune Financial Services, Inc. | Monaca, PA | Jul 2019 - Oct 2020 | 1 |
| Capital Financial Consultants Group | San Juan Capistrano, CA | Aug 2014 - Jun 2019 | 4 |
| Independent Financial Group | San Juan Capistrano, CA | Nov 2012 - Jun 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CA
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Total Assets Under Management3MILLIONS
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Total Number of Accounts68ACCOUNTS
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Average Account Value$38,917
- 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)
CA
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