David Leonhart, financial advisor Temecula CA

David Leonhart

CRD Number: 5168518
Current Firm: Team Financial Group, LLC

David Leonhart (CRD# 5168518) is an Investment Advisor Representative working at Team Financial Group, LLC in Temecula, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Team Financial Group, LLC Temecula, CA May 2020 - Current < 1
D.p.l. Tax, Financial & Insurance Solutions Temecula, CA Aug 2014 - Current 6
Teamtax Professionals Inc. Temecula, CA Dec 2006 - Current 13
Hd Vest Investment Services Temecula, CA Oct 2009 - Nov 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for David P. Leonhart
Phone Number: 951-308-6444
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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