Patrick LeonCRD 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.
Lpl Financial LLC
Royal Alliance Associates, Inc.
Clarify Wealth Management
|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|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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