Leonard Borcky
Leonard Borcky is a registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 25 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
100 Witmer Rd Ste 140, Horsham, PA, 19044-2648
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leonard operates his LPL business under the DBA Independent Advisor Group, dedicating nearly full-time hours to it. He also referees rugby, teaches rugby referee courses, owns a parent company, and has a business entity for tax/investment purposes; he dedicates minimal time to these activities, and sells non-variable insurance products for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
State Registrations45 states
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