Leonard Wealth Management, LLC

Leonard Wealth Management, LLC (CRD# 311277) is a financial advisory firm headquartered in Lincolnton, NC. They manage $6,067,304 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $89,225
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Leonard Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph C. Leonard
CRD#: 1197960
312 East Water Street, Lincolnton, NC 28092

Joseph Leonard (CRD# 1197960) is an Investment Advisor Representative working at Leonard Wealth Management, LLC in Lincolnton, NC and has over 39 years of experience in the finance industry.

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