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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leonard is an Investment Advisor Representative at Fisher Investments. David has been in the financial industry since November 2021. David is licensed in Florida and Texas and holds the Series 65 license. David is a registered Investment Advisor Representative of Fisher Investments in Florida and Texas. David has a strong background in fitness and wellness and has worked in various roles in the industry before joining Fisher Investments. The firm offers a range of services to individuals, businesses, and institutions including portfolio management, financial planning, and portfolio assessment.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
03/19/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 03/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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