LB
LB

Leonard Boniface

22 Years of Experience
Ft. Wayne, IN
1 DisclosureBroker

Leonard Boniface is a registered investment advisor at Raymond James & Associates, INC., based in Ft. Wayne, IN, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9910 Dupont Circle Drive East, Suite 100, Ft. Wayne, IN, 46825

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History

Regulatory History (1)
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Customer Dispute
November 2021
Settled
Other Business Activities

Leonard owns rental real estate through Hilltop & Hamburg Associates, LLC since 2018, spending a few hours per week on activities such as collecting rent and handling tenant issues. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Raymond James & Associates, INC.
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2003 - March 2019 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - March 2019 · 15 yrs 5 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.