Leigh Kinnamon (CRD# 1426736) is an Investment Advisor Representative working at Kinnamon & Associates Ltd Ii in Barrington, IL and has over 33 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Mar 2004 - Current | 20 |
| Kinnamon & Associates, Ltd Ii | Barrington, IL | Jan 1991 - Current | 33 |
| Kinnamon Accounting Service | Barrington, IL | Jun 1964 - Current | 59 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
- IL
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts371ACCOUNTS
-
Average Account Value$216,743
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
IL
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