Barbara Leonard
Barbara Leonard is a registered investment advisor at Private Advisor Group, LLC, based in Houston, TX, with 23 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
2180 North Loop W Ste 270, Houston, TX, 77018
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
June 2021Other Business Activities
Barbara is a business owner of VTI Games LLC, a DBA for Visual Technology Inc, since 1988. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations3 states
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.