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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Leonard is a financial advisor with Independent Financial Group, LLC, located in Golden, CO. Rebecca has been in the financial services industry since 2006. Rebecca holds the Series 7, Series 66, and SIE licenses. Rebecca has experience working with clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Rebecca is registered with the state of Colorado as an Investment Advisor Representative (IAR) and also holds licenses in 14 other states. In addition to her role at Independent Financial Group, LLC, Rebecca is also an officer/director of Bartleys Wealth Management, a DBA name for marketing purposes only. Rebecca also works as an insurance agent/representative outside of Independent Financial Group, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
05/05/2023 - Present
Independent Financial Group, LLC (GOLDEN CO)
CO
09/20/2019 - 05/26/2023
CETERA ADVISOR NETWORKS LLC (GOLDEN CO)
CO
02/04/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GOLDEN CO)
CO
02/04/2008 - 01/29/2009
SECURITIES AMERICA, INC. (GOLDEN CO)
CO
09/18/2006 - 12/12/2007
COMMONWEALTH FINANCIAL NETWORK (GOLDEN CO)
BOTH
Issued 06/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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