LH
LH

Leigh Bennett Harns

7 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEducation PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
512 clients
Average Client Portfolio
$634K average
Assets Under Management
$324.6M

Fee Structure

Minimum Investment:$2.5K
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Location

8220 University Avenue;, Suite 203, La Mesa, CA, 91942

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Leigh is a licensed independent insurance agent selling health and life insurance since 2018, dedicating about 10-20% of her time to this activity. She also holds positions as secretary/director for BDT & Associates, president/member of the La Mesa Parks and Recreation Board, field hockey official, owner of Good Karma Consulting, LLC, and trustee of a trust.

Employment History
Current Registrations
Invicta Financial Group
March 2018 - Present · 7 yrs 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.