Leonard Hake
Leonard Hake is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oregon City, OR, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
19753 S Hwy 213, Oregon City, OR, 97045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leonard works as an associate/employee for OnPoint Investment Services and OnPoint Community Credit Union, offering and servicing non-deposit investment products, and providing wealth management, estate, and financial planning. These activities take about half of Leonard's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Strand, Atkinson, Williams & York, INC.Broker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Phillips & Company Securities INC.Broker
Paulson Investment Company, INC.Broker
Vision Financial Services, INC.Broker
Sentra Securities CorporationBroker
Gruntal & CO. IncorporatedBroker
Sentra Securities CorporationBroker
Reynolds Kendrick Stratton, INC.Broker
Paulson Investment Company, INC.Broker
State Registrations7 states
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