Victoria Leonard, financial advisor San Diego CA

Victoria Leonard

CRD Number: 1630322
Current Firm: Primerica Advisors

Victoria Leonard (CRD# 1630322) is an Investment Advisor Representative working at Primerica Advisors in San Diego, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. San Diego, CA Jan 2012 - Current 12
Primerica Financial Services San Diego, CA Jul 2011 - Current 12
Everything Boutique Norco, CA Nov 2007 - Dec 2023 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Aug 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Victoria Leonard
Phone Number: 833-786-0550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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