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Karl Delane Leonard

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karl Delane Leonard · GREENVILLE, SC
Registration
CRD #1542258 · SANDLAPPER WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at SANDLAPPER WEALTH MANAGEMENT, LLC

Kimberly B Sparks
GREENVILLE, SC

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Research
Advisor Fees in South CarolinaNational Fee Analysis
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