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).
Total Assets Under Management28MILLION
Total Number of Accounts329ACCOUNTS
Average Account Value$86,503
- 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 Vero Beach, FL and has over 8 years of experience in the finance industry.
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.