The Leonard Financial Group, LLC

The Leonard Financial Group, LLC (CRD# 123651) is a financial advisory firm headquartered in Riverside, CA. They manage $31,990,351 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $213,269
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.

CA

Financial Advisors at The Leonard Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Karl L. Hicks
CRD#: 4537240
6820 Indiana Avenue, Suite 230, Riverside, CA 92506
96
Wealthminder
score

Karl Hicks (CRD# 4537240) is an Investment Advisor Representative working at The Leonard Financial Group, LLC in Riverside, CA and has over 16 years of experience in the finance industry. Karl Hicks 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
Micki Hicks
CRD#: 6609930
6820 Indiana Avenue, Suite 230, Riverside, CA 92506
87
Wealthminder
score

Micki Hicks (CRD# 6609930) is an Investment Advisor Representative working at The Leonard Financial Group, LLC in Riverside, CA and has 1 year of experience in the finance industry.

3
Vernon T. Hall
CRD#: 1050003
6820 Indiana Avenue, Suite 230, Riverside, CA 92506
56
Wealthminder
score

Vernon Hall (CRD# 1050003) 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. Vernon Hall 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.