Leonard Wealth Management, LLC

www.leonardwealth.net

Leonard Wealth Management, LLC, is a NC Registered Investment Adviser. It is a holistic Investment Advisory owned and operated by J. Cain Leonard, CEP(r) and an MCEP(r) A Master Certified Estate Planner. J. Cain Leonard is a Investment Adviser Representative of Leonard Wealth Management. LLC. Investment Advisory Services are offered through Leonard Wealth Management, LLC a NC Registered Investment Adviser. Insurance services are offered through Leonard Insurance Solutions and Leonard Wealth Management, LLC and Leonard Insurance Solutions are affiliated.

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Leonard Wealth Management, LLC, is a NC Registered Investment Adviser. It is a holistic Investment Advisory owned and operated by J. Cain Leonard, CEP(r) and an MCEP(r) A Master Certified Estate Planner. J. Cain Leonard is a Investment Adviser Representative of Leonard Wealth Management. LLC. Investment Advisory Services are offered through Leonard Wealth Management, LLC a NC Registered Investment Adviser. Insurance services are offered through Leonard Insurance Solutions and Leonard Wealth Management, LLC and Leonard Insurance Solutions are affiliated.

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Country

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State

North Carolina

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Employees

1-10

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Founded

1959

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Certified Estate Planner

    Email ****** @****.com
    Phone (***) ****-****

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