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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alexander Leonard is a financial advisor with Gallagher Fiduciary Advisors, LLC. Robert has been working in the financial services industry since 2014 and is licensed to provide investment advice in several states. Robert holds the Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Robert is a Certified Financial Planner and is active in the financial services industry. Robert has experience providing financial advice to individuals, businesses, and retirement plans. Robert specializes in retirement planning, investment management, and financial planning.
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.
See schedule d misc. for explanation
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.
A percentage of the total value of assets under management is charged.
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2
NC
04/14/2022 - Present
Gallagher Fiduciary Advisors, LLC (Charlotte NC)
NC
04/04/2022 - 08/23/2024
TRIAD ADVISORS LLC (Charlotte NC)
CA
03/01/2023 - 03/09/2023
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
KY
07/21/2014 - 03/12/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 04/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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