David Leonhart (CRD# 5168518) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 16 years of experience in the finance industry.
CRD# 2066720
Osaic Wealth, Inc.
CRD# 5440273
J.p. Morgan Securities LLC
CRD# 2639250
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Team Financial Group, Llc Dba Team Wealth & Tax Advisors | Temecula, CA | May 2020 - Current | 4 |
| Team Financial Group, Llc Dba Team Financial & Insurance Service | Temecula, CA | May 2020 - Current | 4 |
| D.p.l. Tax, Financial & Insurance Solutions | Temecula, CA | Aug 2014 - Current | 9 |
| Teamtax Professionals Inc. | Temecula, CA | Dec 2006 - Current | 17 |
| Hd Vest Investment Services | Temecula, CA | Oct 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- CA
- TX
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts625ACCOUNTS
-
Average Account Value$235,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, FL, ID, TX
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