Dennis LeonidaCRD Number: 1073431
Current Firm: Capital Financial Group, Inc.
Dennis Leonida (CRD# 1073431) is an Investment Advisor Representative working at Capital Financial Group, Inc. in Greenwood Village, CO and has over 37 years of experience in the finance industry.
Schaefer Financial Management, Inc.
Schwab Wealth Advisory, Inc.
|The Standard Insurance Company||Greenwood Village, CO||Mar 2018 - Current||4|
|Capital Financial Group, Inc.||Greenwood Willage, CO||Oct 2005 - Current||16|
|Raymond James Financial Services, Inc.||Greenwood Village, CO||Jun 1998 - Current||24|
|Capital Financial Group, Inc.||Greenwood Village, CO||Jan 1998 - Current||24|
|Alcol Inc.||Greenwood Village, CO||Sep 2009 - Dec 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Total Assets Under Management233MILLIONS
Total Number of Accounts538ACCOUNTS
Average Account Value$433,947
- 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
- Selection of other advisers (including private fund managers)
CA, CO, NE, TX
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