David Leonard, financial advisor Okemos MI

David Leonard

CRD Number: 1184845
Current Firm: Ryzome Investment Advisors

David Leonard (CRD# 1184845) is an Investment Advisor Representative working at Ryzome Investment Advisors in Okemos, MI and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Ryzome Investment Advisors Okemos, MI Mar 2014 - Current 8
Vining Leonard LLC Okemos, MI Jan 2010 - Mar 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David A. Leonard
Phone Number: 517-347-2210
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $135,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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