Donald Leonard
Donald Leonard is a registered investment advisor at Cetera Investment Advisers LLC, based in Lubbock, TX, with 20 years of industry experience. Donald 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
8008 Slide Rd Suite 4, Lubbock, TX, 79424
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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
Donald is involved in several businesses, including fixed insurance product sales through Keith Leonard, LLC and as an independent insurance agent. He also owns Leonard Associates/Keith Leonard and Associates, offering insurance, securities, and investment products, and serves as a board member for Benchmark Condominium Association, dedicating minimal time to the HOA.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations23 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.