Mark Leonard, financial advisor Manchester NH
93 score

Mark Leonard

CRD Number: 1422489
Current Firm: Infinex Investments, Inc.

Mark Leonard (CRD# 1422489) is an Investment Advisor Representative working at Infinex Investments, Inc. in Manchester, NH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Nov 2013 - Current 3
Harvest Capital, LLC Manchester, NH Oct 2012 - Nov 2013 1
Harvest Capital Advisors Manchester, NH Oct 2012 - Nov 2013 1
Insurance Agent Appointed With Various Carriers Manchester, NH Oct 2012 - Nov 2013 1
Mml Investors Services, Inc. Bedford, NH Mar 1996 - Sep 2012 16
Massmutual Life Insurance Company Springfield, MA Mar 1996 - Sep 2012 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Mark J. Leonard
Phone Number: 203-599-6000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, 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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