Leonard MarschCRD Number: 5437321
Current Firm: Ambassador Advisors, LLC
Leonard Marsch (CRD# 5437321) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|American Portfolios Financial Services, Inc.||Holbrook, NY||Oct 2011 - Current||5|
|Ambassador Advisors, LLC||Lancaster, PA||May 2008 - Current||9|
|Axa Advisors, LLC||New York, NY||Nov 2007 - Oct 2011||3|
|Steward Associates||Lancaster, PA||Jan 1995 - Nov 2007||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management385MILLIONS
Total Number of Accounts3,949ACCOUNTS
Average Account Value$97,429
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, DE, FL, GA, LA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA