Leon McGroarty (CRD# 1787322) is an Investment Advisor Representative working at Cooper Mcmanus in Chino Hills, CA and has over 30 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2020 - Current | 4 |
| Cooper Mcmanus | Chino, CA | May 2013 - Current | 10 |
| 401k America, Inc. | Chino, CA | Oct 2005 - Current | 18 |
| Securities America, Inc. | Chino, CA | Jul 2012 - Mar 2020 | 7 |
| The Kagan Company | Chino, CA | Aug 2016 - Jan 2020 | 3 |
| Chino Executive Offices | Chino, CA | Jan 2009 - Apr 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
- CA
-
Total Assets Under Management1,575MILLIONS
-
Total Number of Accounts4,577ACCOUNTS
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Average Account Value$344,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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