Leonard Financial Group

Leonard Financial Group (CRD# 147446) is a financial advisory firm headquartered in Melbourne, FL. They manage $28,459,536 in 329 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $86,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, TX

Financial Advisors at Leonard Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey M. Leonard
CRD#: 5577732
2770 Indian River Blvd, #311, Vero Beach, FL 32960
93
Wealthminder
score

Jeffrey Leonard (CRD# 5577732) is an Investment Advisor Representative working at Leonard Financial Group in Vero Beach, FL and has over 8 years of experience in the finance industry.

2
Elizabeth H. Pinchera
CRD#: 6274688
2955 Pineda Plaza Way, Suite 126, Melbourne, FL 32940
90
Wealthminder
score

Elizabeth Pinchera (CRD# 6274688) is an Investment Advisor Representative working at Leonard Financial Group in Melbourne, FL and has 1 year of experience in the finance industry.

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