Charles LeonardCRD 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 4 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Usaa Financial Planning Services
Lpl Financial LLC
|Allen & Company Of Florida, Inc.||Lakeland, FL||Sep 2011 - Current||5|
|Leonard & Morrixon||Ft. Lauderdale, FL||Jun 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management632MILLIONS
Total Number of Accounts1,995ACCOUNTS
Average Account Value$316,591
- A percentage of assets under your management
- 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)
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