Leonard ThomasCRD Number: 2999197
Current Firm: Cuna Brokerage Services, Inc.
Leonard Thomas (CRD# 2999197) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in San Antonio, TX and has over 20 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Randolph Brooks Fcu||Live Oaks, TX||Sep 2015 - Current||2|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jan 2014 - Current||4|
|Cuna Mutual Group||Waverly, IA||Jan 2014 - Sep 2015||1|
|San Antonio Federal Credit Union||San Antonio, TX||Feb 2005 - Dec 2013||8|
|Cuso Financial Services, LP||San Diego, CA||Feb 2005 - Dec 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||May 2001|
- Customer Dispute
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV