Investment Leadership, LLC
Investment Leadership, LLC (CRD# 167352) is a financial advisory firm headquartered in Forest, VA. They manage $36,455,000 in 228 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts228ACCOUNTS
Average Account Value$159,890
- 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
MD, TX, VA
Gerard Swienton (CRD# 1424932) is an Investment Advisor Representative working at Investment Leadership, LLC in Forest, VA and has over 32 years of experience in the finance industry. Gerard Swienton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.