Charles LeoneCRD Number: 3008669
Current Firm: Gradient Advisors, LLC
Charles Leone (CRD# 3008669) is an Investment Advisor Representative working at Gradient Advisors, LLC in Las Vegas, NV and has over 19 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Gradient Advisors, LLC||Arden Hills, MN||Feb 2016 - Current||1|
|Successful Retirement Solutions||Las Vegas, NV||Jan 2016 - Current||1|
|The Variable Annuity Marketing Company||Blue Bell, PA||Jan 1998 - Jan 2016||18|
|Valic Investment Services Company||Bedminster, NJ||Dec 1998 - Dec 2015||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2005|
Total Assets Under Management26MILLIONS
Total Number of Accounts794ACCOUNTS
Average Account Value$33,169
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV