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David Michael Leone

Forefront

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About David Michael Leone

David Leone is a financial advisor with over 10 years of experience in the industry. David has a wide range of experience and is currently registered with Forefront. David has been recognized for their professional achievements, including the Certified Financial Planner designation. David specializes in providing financial planning services to individuals, high-net-worth individuals, and corporations. David has a strong commitment to helping their clients achieve their financial goals.

Firm Information

David Leone is currently registered with Forefront. Forefront is a Registered Investment Adviser (RIA) based in Austin, TX, with $118,199,573 in regulatory assets under management. The firm provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Forefront has 660 client accounts, with 191 individual clients other than high-net-worth, and 65 high-net-worth individuals.
Forefront

7500 RIALTO BLVD, BLDG 1 SUITE 250

AUSTIN, TX 78735

$118.20M

Assets Under Management

10

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees and revenue share for referrals to third parties

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David Leone’s Registration & Firm History

TX

08/27/2024 - Present

Forefront (AUSTIN TX)

CA

07/15/2019 - 09/19/2022

PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)

IA

05/29/2018 - 06/24/2019

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

CO

05/23/2014 - 05/16/2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BC

Issued 06/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Michael Leone.
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