Leonard Del GalloCRD Number: 2344847
Current Firm: Del Gallo Financial Services, LLC
Leonard Del Gallo (CRD# 2344847) is an Investment Advisor Representative working at Del Gallo Financial Services, LLC in Avon, CT and has over 29 years of experience in the finance industry. Leonard Del Gallo 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.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Del Gallo Financial Services, LLC||Avon, CT||Dec 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1993|
|S65||NASAA Investment Advisors Law Examination||Aug 1994|
Total Assets Under Management6MILLIONS
Total Number of Accounts21ACCOUNTS
Average Account Value$305,456
- 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)
- Educational seminars/workshops
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