Rebecca Leonard, financial advisor Norristown PA

Rebecca Leonard

CRD Number: 5392402
Current Firm: Linc Wealth Solutions

Rebecca Leonard (CRD# 5392402) is an Investment Advisor Representative working at Linc Wealth Solutions in Norristown, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Leonard Investment Consulting, LLC Norristown, PA Dec 2014 - Current 9
Homemaker Conshohocken, PA Sep 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Rebecca Leonard
Phone Number: 215-806-9059
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $145,993
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

PA

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