Joseph Leonard, financial advisor Lincolnton NC
93 score

Joseph Leonard

CRD Number: 1197960
Current Firm: Retirement Wealth Advisors, Inc.

Joseph Leonard (CRD# 1197960) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Lincolnton, NC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Wealth Advisors Jenison, MI Oct 2014 - Current 2
Joseph Cain Leonard Ii Dba - Leonard Wealth Management Lincolnton, NC Oct 1995 - Current 21
Resource Horizons Group, LLC Marietta, GA Dec 2013 - Oct 2014 < 1
Resource Horizons Investment Advisory, LLC Marietta, GA Dec 2013 - Oct 2014 < 1
Lpl Financial, LLC Lincolnton, NC Aug 1994 - Dec 2013 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for Joseph C. Leonard
Phone Number: 616-667-2150
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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