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Robert Alan Leon

HARBOUR FINANCIAL RESOURCES, LTD·SKOKIE, Illinois
Series 7, Series 63, Series 65Clean record28 years registeredHARBOUR FINANCIAL RESOURCES, LTD
9933 LAWLER AVE., SUITE 500, SKOKIE, IL 60077-4302CRD# 2104931Firm CRD# 110261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Alan Leon · SKOKIE, IL
Registration
CRD #2104931 · HARBOUR FINANCIAL RESOURCES, LTD · 28 years registered
Brand Profile
Not yet started
01

Career History

HARBOUR FINANCIAL RESOURCES, LTD
Dec 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 13, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARBOUR FINANCIAL RESOURCES, LTD
CRD 110261 · SEC 801-58020
AUM
$156M
Regulatory assets under management
Employees
3
419 client accounts
Services offered by HARBOUR FINANCIAL RESOURCES, LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HARBOUR FINANCIAL RESOURCES, LTD →
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05

Frequently Asked Questions

What services does Robert Alan Leon offer?
Robert Alan Leon specializes in Financial Planning, Investment Management. Contact their office in SKOKIE, Illinois for a consultation.
What are Robert Alan Leon's credentials?
Robert Alan Leon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Alan Leon located?
Robert Alan Leon is based in SKOKIE, Illinois, working with HARBOUR FINANCIAL RESOURCES, LTD. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.
How does Robert Alan Leon charge for services?
Robert Alan Leon's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOUR FINANCIAL RESOURCES, LTD?
HARBOUR FINANCIAL RESOURCES, LTD has approximately 3 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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