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Cheryl Leonard-Peeples

3 Years of Experience
Sells Insurance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
79 clients
Average Client Portfolio
$100K average
Assets Under Management
$7.9M
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Location

1770 the Exchange, Suite 220, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Cheryl works as an insurance agent providing insurance sales and services through Eiat Wealth Management since 2017. This activity takes about 10-20% of her time, even during securities trading hours.

Employment History
Current Registrations
Pr Squared Wealth Management LLC
February 2022 - Present · 4 yrs
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.