AdvisorOS Directory
Claim Profile
KL

Karl Delane Leonard

SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, South Carolina
Unclaimed Profile
101 N. MAIN ST., GREENVILLE, SC 29601CRD# 1542258Firm CRD# 164443
01

About

Karl Delane Leonard is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with SANDLAPPER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SANDLAPPER WEALTH MANAGEMENT, LLC
SANDLAPPER WEALTH MANAGEMENT, LLC
AUM
$142K
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SANDLAPPER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 1542258
Firm CRD# 164443
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, South Carolina or claim this profile if it's yours.

Browse GREENVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Karl Delane Leonard offer?
Karl Delane Leonard specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Karl Delane Leonard's credentials?
Karl Delane Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karl Delane Leonard located?
Karl Delane Leonard is based in GREENVILLE, South Carolina, working with SANDLAPPER WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Karl Delane Leonard charge for services?
Karl Delane Leonard's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDLAPPER WEALTH MANAGEMENT, LLC?
SANDLAPPER WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $142K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile