Mark LeonardCRD 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.
United Planners' Financial Services Of America A Limited Partner
Signator Investors, Inc.
|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|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- 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
- Selection of other advisers (including private fund managers)
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