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Victoria Leonard

Primerica Advisors
37 Years of Experience
Atlanta, GA
1 DisclosureBroker
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Victoria Leonard is a registered investment advisor at Primerica Advisors, based in Atlanta, GA, with 37 years of industry experience. Victoria 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 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3974 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3800 Camp Creek Pkwy Sw, Bldg 1800 Ste 110, Atlanta, GA, 30331

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Victoria sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Employment History
Current Registrations
Primerica Advisors
May 2012 - Present · 14 yrs 5 mos
PFS Investments INC.
January 2012 - Present · 14 yrs 9 mos
PFS Investments INC.Broker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Transcend CapitalBroker
January 2011 - May 2011 · 4 mos
Blackbook Capital LLCBroker
May 2009 - November 2010 · 1 yr 6 mos
Parker Financial CORP.Broker
July 2008 - March 2009 · 8 mos
UBS Financial Services INC.
May 2001 - August 2007 · 6 yrs 3 mos
UBS Financial Services INC.Broker
January 2000 - August 2007 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - February 2000 · 3 yrs 7 mos
Smith Barney INC.Broker
July 1993 - August 1996 · 3 yrs 1 mo
Lehman Brothers INC.Broker
July 1987 - July 1993 · 6 yrs
The Stuart-James Company, INC.Broker
May 1987 - June 1987 · 1 mo
State Registrations6 states
CAFLGANMTXWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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