Leon AbbasCRD Number: 1158688
Current Firm: Townsend Asset Management Corp.
Leon Abbas (CRD# 1158688) is an Investment Advisor Representative working at Townsend Asset Management Corp. in Raleigh, NC and has over 18 years of experience in the finance industry. Leon Abbas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Townsend Asset Management||Raleigh, NC||May 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management133MILLIONS
Total Number of Accounts546ACCOUNTS
Average Account Value$243,590
- 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
- Educational seminars/workshops