Joseph Leonard (CRD# 1197960) is an Investment Advisor Representative working at Leonard Wealth Management, LLC in Lincolnton, NC and has over 39 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leonard Wealth Management, LLC | Lincolnton, NC | Feb 2020 - Current | 4 |
| J. Cain Leonard Dba Leonard Insurance Solutions | Lincolnton, NC | Oct 1995 - Current | 28 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2018 - Feb 2021 | 2 |
| Trustee Of Two Trusts | Lincolnton, NC | Jul 2007 - Dec 2019 | 12 |
| Retirement Wealth Advisors | Jenison, MI | Oct 2014 - Apr 2018 | 3 |
| Formula Folio Investments | Grand Rapids, MI | Oct 2014 - Apr 2018 | 3 |
| Foundation For Financial Education | Rockville, MD | Jan 2017 - Feb 2018 | 1 |
| Resource Horizons Group, LLC | Marietta, GA | Dec 2013 - Oct 2014 | < 1 |
| Resource Horizons Investment Advisory, LLC | Marietta, GA | Dec 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
- NC
-
Total Assets Under Management6MILLIONS
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Total Number of Accounts68ACCOUNTS
-
Average Account Value$89,225
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
NC
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