Lisa LeonardCRD Number: 1143980
Current Firm: Voya Financial Advisors, Inc.
Lisa Leonard (CRD# 1143980) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Shawnee Mission, KS and has over 25 years of experience in the finance industry.
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|Voya Financial Advisors||Overland Park, KS||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Overland Park, KS||Jan 2004 - Sep 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1992|
|S65||NASAA Investment Advisors Law Examination||Oct 1995|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV