Constantine Leonida
Constantine Leonida is a registered investment advisor at LPL Financial LLC, based in Lakewood, CO, with 40 years of industry experience. Constantine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
6655 W Jewell Ave Suite 209, Lakewood, CO, 80232
Get directionsHistory
Regulatory History (1)
Criminal
January 1969Other Business ActivitiesSells Insurance
Constantine operates CTL Financial, LLC as a DBA for his LPL business. He also sells non-variable insurance through CTL Financial LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
State Registrations14 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.
Exams
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