Patrick Leon, financial advisor West Lafayette IN

Patrick Leon

CRD Number: 5283915
Current Firm: Lpl Financial LLC

Patrick Leon (CRD# 5283915) is an Investment Advisor Representative working at Lpl Financial LLC in West Lafayette, IN and has over 14 years of experience in the finance industry.

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Clarify Wealth Management
Company Name Location Dates Years
Lpl Financial LLC West Lafayette, IN May 2022 - Current < 1
Cuna Mutual Group Waverly, IA Jan 2019 - Current 3
Cuna Brokerage Services, Inc. Waverly, IA Jul 2008 - Current 14
Purdue Employees Federal Credit Union Lafayette, IN Feb 2008 - Jan 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Patrick A. Leon
Phone Number: 704-733-3300
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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