Leonard Financial Group
Leonard Financial Group (CRD# 147446) is a financial advisory firm headquartered in Melbourne, FL. They manage $30,711,768 in 287 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts287ACCOUNTS
Average Account Value$107,010
- 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
CO, FL, TX
Jeffrey Leonard (CRD# 5577732) is an Investment Advisor Representative working at Leonard Financial Group in Melbourne, FL and has over 9 years of experience in the finance industry. Jeffrey Leonard 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.
Elizabeth Pinchera (CRD# 6274688) is an Investment Advisor Representative working at Leonard Financial Group in Melbourne, FL and has over 2 years of experience in the finance industry.