ML
CFP
ML
CFP
Mark Leonhard
40 Years of Experience
Bedminster, NJ
2 DisclosuresBroker
Mark Leonhard is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Bedminster, NJ, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
350 Main Street, Suites 4 & 5, Bedminster, NJ, 07921
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2009Denied
Customer Dispute
October 2006Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2009 - January 2018 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
January 2009 - January 2018 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1990 - January 2009 · 18 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1985 - January 2009 · 23 yrs 3 mos
State Registrations27 states
AZCACOCTDEFLGAILINMAMDMIMNMOMTNCNHNJNYOHORPASCTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.