Unclaimed Profile

Vernon Trenniss Hall

THE LEONARD FINANCIAL GROUP, LLC·RIVERSIDE, California

Series 2, Series 22, Series 6523 years registeredTHE LEONARD FINANCIAL GROUP, LLC

6820 INDIANA AVENUE, RIVERSIDE, CA 92506CRD# 1050003Firm CRD# 123651

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vernon Trenniss Hall · RIVERSIDE, CA

Registration

CRD #1050003 · THE LEONARD FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE LEONARD FINANCIAL GROUP, LLC

THE LEONARD FINANCIAL GROUP, LLC

Apr 2012 – Mar 2020

RIVERSIDE, CA

THE LEONARD FINANCIAL GROUP, LLC

Jan 2003 – Dec 2009

RIVERSIDE, CA

IMS CPAS & ASSOCIATES

Jan 2003 – Dec 2003

RIVERSIDE, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 22

Series 65

Registration record

First registered · January 9, 2003

Years registered · 23

Disclosure History

2002Civil·Final

1996Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE LEONARD FINANCIAL GROUP, LLC

CRD 123651 · SEC 801-66650

AUM

$31M

Regulatory assets under management

Employees

146 client accounts

Services offered by THE LEONARD FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE LEONARD FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Vernon Trenniss Hall offer?

Vernon Trenniss Hall specializes in Financial Planning, Investment Management.

What are Vernon Trenniss Hall's credentials?

Vernon Trenniss Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vernon Trenniss Hall located?

Vernon Trenniss Hall is based in RIVERSIDE, California, last registered with THE LEONARD FINANCIAL GROUP, LLC.

How does Vernon Trenniss Hall charge for services?

Vernon Trenniss Hall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE LEONARD FINANCIAL GROUP, LLC?

THE LEONARD FINANCIAL GROUP, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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