Leonard
Cole
Team Wealth & Tax Advisors
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About this Advisor
Leonard Cole is a certified financial planner who works in Temecula, California with a total of 3 years of relevant experience. Cole works at Team Wealth & Tax Advisors. During their career, Cole has held roles at Ae Wealth Management, Cole Legacy Partners, Dba Cole Legacy Properties LLC, Teamtax Professionals, Global Financial Private Capital, LLC, Team Financial Group, LLC Dba Team Wealth & Tax Advisors, Leonard P Cole Financial And Insurance Services and Team Financial Group, LLC Dba Team Financial & Insurance Service. Cole has a Series 63 license, which qualifies them as a securities representative, and is registered to operate in California and Texas. Team Wealth & Tax Advisors is a business based in Temecula, CA. It handles $102 million in assets under management between its 533 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 533 client accounts, 16% are held by high-net-worth individuals who have more than $1 million in assets. Team Wealth & Tax Advisors has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Financial advisory fees typically vary depending on which service is offered. However, fee types billed by Team Wealth & Tax Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Team Wealth & Tax Advisors Brokerage Details
$102,267,120
8
533
$191,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Leonard Cole Work History
Leonard has been registered as a financial advisor for 3 years.*
Team Financial Group, LLC Dba Team Wealth & Tax Advisors
Team Financial Group, LLC Dba Team Financial & Insurance Service
Cole Legacy Partners, Dba Cole Legacy Properties LLC
Leonard P Cole Financial And Insurance Services
Teamtax Professionals
Ae Wealth Management
Global Financial Private Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leonard Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Team Wealth & Tax Advisors
Temecula, CA
Temecula, CA
Temecula, CA
Temecula, CA
Temecula, CA
Temecula, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
