Leonard CannonCRD Number: 4843894
Current Firm: Cuso Financial Services, LP
Leonard Cannon (CRD# 4843894) is an Investment Advisor Representative working at Cuso Financial Services, LP in Groton, MA and has over 15 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Cuso Financial Services, LP||San Diego, CA||Feb 2013 - Current||7|
|Workers Credit Union||Chelmsford, MA||Feb 2013 - Current||7|
|Westminster Financial Advisory Corporation||Vandalia, OH||May 2009 - Feb 2013||3|
|Westminster Financial Securities, Inc.||Vandalia, OH||May 2009 - Feb 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2004|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management1,935MILLIONS
Total Number of Accounts11,423ACCOUNTS
Average Account Value$169,394
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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