Gail LeonardCRD Number: 4607047
Current Firm: J. W. Cole Advisors, Inc.
Gail Leonard (CRD# 4607047) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Financial||Tampa, FL||Nov 2011 - Current||5|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Nov 2011 - Current||5|
|Raymond James Financial Services, Inc.||St Petersburg, FL||Dec 2005 - Nov 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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)
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