Constantine Leonida
Constantine Leonida is a registered investment advisor at LPL Financial LLC, based in Lakewood, CO, with 39 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
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 LLCBroker
LPL Financial LLC
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 Registrations13 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.