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Joseph Leonard

Advisor at Leonard Wealth Management, LLC

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Credentials

Series 63

Leonard Wealth Management, LLC logo

Firm

Leonard Wealth Management, LLC

Location

Lincolnton, NC 28092

Work history

Leonard Wealth Management, LLC

2020 - Present (6 years)

AE Wealth Management, LLC

2018 - 2021 (3 years)

Foundation For Financial Education

2017 - 2018 (1 year)

Formula Folio Investments

2014 - 2018 (4 years)

Retirement Wealth Advisors

2014 - 2018 (4 years)

Trustee of Two Trusts

2007 - 2019 (12 years)

J. Cain Leonard DBA Leonard Insurance Solutions

1995 - Present (31 years)

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