Leonard
Tomson

Eaton Financial Group

CRD#5777554
Investment Advisor
in Pompano Beach, FL

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About this Advisor

Leonard Tomson is a certified financial planner who works in Pompano Beach, Florida with 1 year of relevant experience. Tomson is an advisor for Eaton Financial Group. During their career, the advisor has held roles at Joimo Corporation, Axa Advisors, LLC, Equitable Advisors, LLC, Eaton Financial Holdings Company, LLC and Dominion Investor Services, Inc. Tomson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Eaton Financial Group is a registered investment firm headquartered in Pompano Beach, FL. The company has offices in two locations and a total of 11 financial advisors. It oversees $322 million in total assets between its 1,156 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,156 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. Eaton Financial Group provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Eaton Financial Group may include any blend of asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3111 N. University Drive Suite 404
Pompano Beach, FL 33065

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Eaton Financial Group Brokerage Details

Total Assets Under Management

$322,441,414

FL Average: $1,855,561,029
Total Number of Employees

11

FL Average: 62
Total Number of Accounts

1,156

FL Average: 2,474
Average Account Size

$278,929

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Leonard Tomson Work History

Leonard has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Dominion Investor Services, Inc

2022 - Present (2 years)

Eaton Financial Holdings Company, LLC

2010 - 2020 (10 years)

Axa Advisors, LLC

2010 - 2022 (12 years)

Equitable Advisors, LLC

2008 - 2014 (6 years)

Joimo Corporation

*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 Tomson 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 Eaton Financial Group

Logan Harris
Pompano Beach, FL
Douglas Eaton
Pompano Beach, FL
Domenick Mancini
Pompano Beach, FL
Mario Basilone
Pompano Beach, FL
Danielle Basilone
Pompano Beach, FL
Tyler Boccia
Pompano Beach, FL
Leonard Tomson
Pompano Beach, FL
Adam Mentzer
Pompano Beach, FL

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.

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