Leon Colafrancesco, financial advisor Colorado Springs CO
86 score

Leon Colafrancesco

CRD Number: 1024686
Current Firm: Seamount Financial Group Inc.

Leon Colafrancesco (CRD# 1024686) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 26 years of experience in the finance industry. Leon Colafrancesco 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.

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Professional Designations
Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Oct 1999 - Current 17
Seamount Financial Group, Inc. Colorado Springs, CO Dec 1998 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S65 NASAA Investment Advisors Law Examination Apr 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Leon J. Colafrancesco
Phone Number: 719-471-1171
Registered State(s):
  • CA
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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