Leonard Marte (CRD# 6762429) is an Investment Advisor Representative working at Abundant Advisors, LLC in Huntersville, NC and has over 7 years of experience in the finance industry. Leonard Marte 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.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smartpath, Inc. | Atlanta, GA | Apr 2023 - Current | 1 |
| Abundant Advisors, LLC | Huntersville, NC | Aug 2020 - Current | 3 |
| The Vanguard Group, Inc. | Malvern, PA | Jul 2009 - Aug 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- NC
- PA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$372,307
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
NC, PA
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