Susan Leonard
Susan Leonard is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rome, GA, with 23 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2300 Jl Todd Dr Ne, Rome, GA, 30161
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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
Susan works as a financial professional for Owens Financial Group, LLC and Pathway Planning, Inc., dedicating full-time hours to each. She also sells life insurance and annuities, dedicating minimal time, and volunteers with her church's building team.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ifg Network Securities, INC.Broker
State Registrations20 states
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