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Leonard James Tomson

INVESTMENT ADVISORY SERVICES GROUP LLC·BOCA RATON, Florida
SIE, Series 7, Series 24, Series 52TO, Series 66CFPClean record15 years registeredINVESTMENT ADVISORY SERVICES GROUP LLC
7100 W CAMINO REAL, BOCA RATON, FL 33433CRD# 5777554Firm CRD# 323361

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonard James Tomson · BOCA RATON, FL
Registration
CRD #5777554 · INVESTMENT ADVISORY SERVICES GROUP LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

PALM WEALTH PARTNERS
Mar 2024 – present
EATON FINANCIAL GROUP
Nov 2022 – Jun 2024
BOCA RATON, FL
EQUITABLE ADVISORS, LLC
Oct 2010 – Nov 2022
BOCA RATON, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 66
Registration record
First registered · October 7, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMENT ADVISORY SERVICES GROUP LLC
CRD 323361 · SEC 801-131285
AUM
$105M
Regulatory assets under management
Employees
7
949 client accounts
Services offered by INVESTMENT ADVISORY SERVICES GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVESTMENT ADVISORY SERVICES GROUP LLC →
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05

Frequently Asked Questions

What services does Leonard James Tomson offer?
Leonard James Tomson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Leonard James Tomson's credentials?
Leonard James Tomson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Leonard James Tomson located?
Leonard James Tomson is based in BOCA RATON, Florida, working with INVESTMENT ADVISORY SERVICES GROUP LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Leonard James Tomson charge for services?
Leonard James Tomson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT ADVISORY SERVICES GROUP LLC?
INVESTMENT ADVISORY SERVICES GROUP LLC has approximately 7 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Mario Joseph Basilone
BOCA RATON, FL

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