Charles Leonard, financial advisor Lakeland FL
89 score

Charles Leonard

CRD Number: 5984546
Current Firm: Allen & Company Of Florida, Inc.

Charles Leonard (CRD# 5984546) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Allen & Company Of Florida, Inc. Lakeland, FL Sep 2011 - Current 5
Leonard & Morrixon Ft. Lauderdale, FL Jun 1980 - Current 36
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Charles G. Leonard
Phone Number: 863-688-9000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    632
    MILLIONS
  • Total Number of Accounts
    1,995
    ACCOUNTS
  • Average Account Value
    $316,591
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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