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Phillip Scott Leonard

TERRA WEALTH MANAGEMENT, LLC·HIGH POINT, North Carolina
Clean recordTERRA WEALTH MANAGEMENT, LLC
400 WEST ENGLISH ROAD, HIGH POINT, NC 27262CRD# 4906018Firm CRD# 320643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Scott Leonard · HIGH POINT, NC
Registration
CRD #4906018 · TERRA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Phillip Scott Leonard is a registered financial advisor based in HIGH POINT, North Carolina, affiliated with TERRA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TERRA WEALTH MANAGEMENT, LLC
TERRA WEALTH
AUM
$341M
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at TERRA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4906018
Firm CRD# 320643
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Scott Leonard offer?
Phillip Scott Leonard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGH POINT, North Carolina for a consultation.
What are Phillip Scott Leonard's credentials?
Phillip Scott Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Scott Leonard located?
Phillip Scott Leonard is based in HIGH POINT, North Carolina, working with TERRA WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGH POINT metropolitan area and surrounding communities.
How does Phillip Scott Leonard charge for services?
Phillip Scott Leonard'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 TERRA WEALTH MANAGEMENT, LLC?
TERRA WEALTH MANAGEMENT, LLC has approximately 65 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TERRA WEALTH MANAGEMENT, LLC

James David May
HIGH POINT, NC

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Stephen Paul Lain
LAIN, STEPHEN PAUL·HIGH POINT, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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