Leon Colafrancesco
Leon Colafrancesco is a CFP-designated registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
90 S Cascade Av, Ste 970, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business Activities
Leon provides investment advisory services through Seamount Financial Group, Inc., an independent investment advisor firm, starting in 1999. This activity takes nearly full-time, consuming approximately 173 hours per month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Seamount Financial Group INC
Previous Registrations
Grove Point Investments, LLCBroker
Hagerty, Stewart & Associates, INC.Broker
Universal Heritage Investments CorporationBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.