Unclaimed Profile

Edward Leone

LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.·BROOMFIELD, Colorado

Series 65Clean record16 years registeredLEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

88 LAMAR ST. # 108, BROOMFIELD, CO 80020CRD# 5312944Firm CRD# 281579

Profile Verification

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

Identity

Edward Leone · BROOMFIELD, CO

Registration

CRD #5312944 · LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

Feb 2016 – Dec 2020

Broomfield, CO

GHP INVESTMENT ADVISORS INC

Apr 2010 – Nov 2015

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 21, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

CRD 281579 · SEC 801-106815

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC. →

Introduction

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Frequently Asked Questions

What services does Edward Leone offer?

Edward Leone specializes in Financial Planning, Investment Management.

What are Edward Leone's credentials?

Edward Leone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Leone located?

Edward Leone is based in BROOMFIELD, Colorado, last registered with LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC..

How does Edward Leone charge for services?

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

How large is LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.?

LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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