Zachary Leonard (CRD# 7691090) is an Investment Advisor Representative working at Prosperity Capital Advisors in Rocky Mount, NC and has 1 year of experience in the finance industry.
CRD# 1674318
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 736374
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Capital Advisors | Westlake, OH | Jan 2023 - Current | 1 |
| Wealth Management Strategies | Rocky Mount, NC | Oct 2020 - Current | 3 |
| K2 Ranch, LLC | Aspen, CO | Mar 2019 - Aug 2020 | 1 |
| Zachary Leonard Marine Services | Swansboro, NC | Jun 2017 - Feb 2019 | 1 |
| North Carolina State University | Raleigh, NC | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NC
- TX
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
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