Leonard Brecken (CRD# 2183276) is an Investment Advisor Representative working at Brecken Capital Advisors, LLC in Weddington, NC and has over 27 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brecken Capital Advisors, LLC | Weddington, NC | Feb 2019 - Current | 5 |
| Charlotte Consultant Services, LLC | Weddington, NC | Oct 2017 - Current | 6 |
| Lincoln Financial Securities Corp Dba Wealth Plan Financial Grp | Charlotte, NC | Oct 2017 - Feb 2019 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Charlotte, NC | Oct 2016 - Oct 2017 | 1 |
| Waddell & Reed Inc. | Charlotte, NC | May 2016 - Oct 2017 | 1 |
| Unemployed | Short Hills, NJ | Jan 2016 - Apr 2016 | < 1 |
| Brecken Capital LLC | Short Hills, NJ | Oct 2002 - Jan 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- NC
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Total Assets Under Management10MILLIONS
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Total Number of Accounts48ACCOUNTS
-
Average Account Value$214,710
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NC
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