Leon Abbas (CRD# 1158688) is an Investment Advisor Representative working at Townsend Asset Management Corp. in Raleigh, NC and has over 24 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1587979
Raymond James & Associates, Inc.
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Townsend Asset Management | Raleigh, NC | May 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
| S63 | Uniform Securities State Law Examination | Jun 1999 |
- NC
- TX
-
Total Assets Under Management401MILLIONS
-
Total Number of Accounts1,137ACCOUNTS
-
Average Account Value$353,041
- 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
FL, LA, NC, SC, TX, VA
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