Unclaimed Profile

Edward Leone

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

Clean recordLEONE 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Edward Leone is a registered financial advisor based in BROOMFIELD, Colorado, affiliated with LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

AUM

—

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Regulatory

SEC/IARD CRD# 5312944

Firm CRD# 281579

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward Leone offer?

Edward Leone specializes in Financial Planning, Investment Management. Contact their office in BROOMFIELD, Colorado for a consultation.

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, working with LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.. Their office serves clients in the BROOMFIELD metropolitan area and surrounding communities.

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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