The Leonard Financial Group, LLC

The Leonard Financial Group, LLC (CRD# 123651) is a financial advisory firm headquartered in Riverside, CA. They manage $34,485,163 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $231,444
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Leonard Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Karl L. Hicks
CRD#: 4537240
6820 Indiana Avenue, Suite 230, Riverside, CA 92506

Karl Hicks (CRD# 4537240) is an Investment Advisor Representative working at The Leonard Financial Group, LLC in Riverside, CA and has over 22 years of experience in the finance industry.

2
Micki Hicks
CRD#: 6609930
6820 Indiana Avenue, Suite 230, Riverside, CA 92506

Micki Hicks (CRD# 6609930) is an Investment Advisor Representative working at The Leonard Financial Group, LLC in Riverside, CA and has over 8 years of experience in the finance industry.

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