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).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $107,010
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
2955 Pineda Plaza Way, Suite 126, Melbourne, FL 32940
96
Wealthminder
score

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.

2
Elizabeth H. Pinchera
CRD#: 6274688
2955 Pineda Plaza Way, Suite 126, Melbourne, FL 32940
89
Wealthminder
score

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.

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