Leo RoseCRD Number: 6288452
Current Firm: Lindner Capital Advisors, Inc.
Leo Rose (CRD# 6288452) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 4 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Lindner Capital Advisors||Marietta, GA||Dec 2010 - Current||7|
|Lindner Capital Advisors||Marietta, GA||Sep 2010 - Dec 2010||< 1|
|Georgia Forward||Atlanta, GA||May 2010 - Sep 2010||< 1|
|Dickinson College||Carlisle, PA||Aug 2009 - May 2010||< 1|
|Century Partners||Atlanta, GA||May 2009 - Aug 2009||< 1|
|Dickinson College||Carlisle, PA||Aug 2006 - May 2009||2|
|Unemployed||Atlanta, GA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management551MILLIONS
Total Number of Accounts2,379ACCOUNTS
Average Account Value$231,492
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WI