David LeonardCRD 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.
Cambridge Investment Research Advisors, Inc.
Mml Investors Services, LLC
Raymond James & Associates, Inc.
|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|
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
Total Assets Under Management92MILLIONS
Total Number of Accounts680ACCOUNTS
Average Account Value$135,294
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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