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Virginia Jean Leon

Pathway Advisors, LLC

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About Virginia Jean Leon

Virginia Leon is a registered Investment Advisor Representative with Pathway Advisors, LLC. Virginia has over 10 years of experience in the financial services industry. She has a Series 66 license, as well as Series 7 and SIE licenses. Virginia has previously worked with Independent Financial Group, LLC and Genworth Financial Securities Corporation. She is also a Real Estate Agent. Virginia is currently registered with the state of California. Virginia offers Financial Planning and Portfolio Management services to individuals and pension plans.

Firm Information

Virginia Leon is currently registered with Pathway Advisors, LLC. Pathway Advisors, LLC is an investment advisor that provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They have over 287 clients with total assets under management of $51,576,721.

$51.58M

Assets Under Management

1

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Virginia Leon’s Registration & Firm History

CA

06/22/2020 - Present

Pathway Advisors, LLC (FALLBROOK CA)

CA

01/30/2012 - 07/24/2018

INDEPENDENT FINANCIAL GROUP, LLC (ESCONDIDO CA)

CA

08/16/2011 - 02/02/2012

GENWORTH FINANCIAL SECURITIES CORPORATION (ESCONDIDO CA)

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Licenses & Designations

BOTH

Issued 08/31/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Virginia Jean Leon.
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