Alexander Leonida, financial advisor Greenwood Village CO

Alexander Leonida

CRD Number: 5429993
Current Firm: Capital Financial Group, Inc.

Alexander Leonida (CRD# 5429993) is an Investment Advisor Representative working at Capital Financial Group, Inc. in Greenwood Village, CO and has over 16 years of experience in the finance industry. Alexander Leonida 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
The Standard Insurance Company Greenwood Village, CO Mar 2018 - Current 6
Capital Financial Group, Inc. Greenwood Village, CO Jun 2009 - Current 14
Raymond James Financial Services Greenwood Village, CO Sep 2007 - Sep 2022 15
Alcol Inc. Greenwood Villiage, CO Jan 2011 - Dec 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Alexander A. Leonida
Phone Number: 303-629-7500
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $299,424
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CO, FL, NE, TX

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