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Michael Leonard
42 Years of Experience
Canton, GA
1 DisclosureBroker
Michael Leonard is a registered investment advisor at Wells Fargo Advisors, based in Canton, GA, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
270 E Main St Ste M, [Satellite], Canton, GA, 30114
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2012Settled
Other Business Activities
Michael owns 90% of Horizon Peaks Holdings, LLC, which was used to sell an LLC. He spends a few hours per week on this activity, including a few hours during trading.
Employment History
Current Registrations
Wells Fargo Advisors
March 2007 - Present · 19 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2007 - Present · 19 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
August 1999 - March 2007 · 7 yrs 7 mos
UBS Financial Services INC.Broker
August 1999 - March 2007 · 7 yrs 7 mos
Salomon Smith Barney INC.Broker
July 1993 - September 1999 · 6 yrs 2 mos
Lehman Brothers INC.Broker
November 1985 - July 1993 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1983 - December 1985 · 2 yrs 2 mos
State Registrations27 states
AZCACOCTFLGAILINKYMAMDMEMIMNMOMTNCNJNYOHORSCTNTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.