Susan Leonard
Susan Leonard is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Banner Elk, NC, with 20 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
Banner Elk, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan operationally supports advisors, provides client services, and runs financial plans as an Associate Financial Planner at Egan, Berger & Weiner, LLC, dedicating full-time hours. She also serves as Vice President of the Shulls Farm Property Owners Association and as a board member for Valle Crucis Community Park, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations2 states
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