Aliz
Leonardo
Archer Investment Corporation
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About this Advisor
Aliz Leonardo is a financial advisor who works out of Boca Raton, Florida with 6 years of relevant experience. Leonardo is on the advisory team at Archer Investment Corporation. Over the course of their career, Leonardo has held roles at Archer Investment Corporation and Lanter Leonardo & Levy LLC. Leonardo holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Florida. Archer Investment Corporation is a financial advisory firm that has its headquarters in Carmel, IN. The company has offices in 84 locations and a total of 87 people on staff. It administers $603 million in assets under management between its 3,815 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 3,815 customer accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. The firm performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually vary depending on which services the firm provides the client. However, fees billed by Archer Investment Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Investment Corporation Brokerage Details
$602,923,205
87
3,815
$158,040
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Aliz Leonardo Work History
Aliz has been registered as a financial advisor for 6 years.*
Archer Investment Corporation
Lanter Leonardo & Levy 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 Aliz Leonardo 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 Archer Investment Corporation
Barrington, IL
Carmel, IN
Carmel, IN
Woodland Hills, CA
Rosemead, CA
Carmel, IN
Carmel, IN
Bethesda, MD
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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