Mark
Leonard
Infinex Investments, Inc
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About this Advisor
Mark Leonard is a financial advisor operating out of Hudson, New Hampshire with 10 years of relevant experience. Leonard is an employee of Infinex Investments, Inc. Over the course of their career, Leonard has held roles at Harvest Capital, LLC, Harvest Capital Advisors, Insurance Agent Appointed With Various Carriers and Infinex Investments, Inc. Leonard maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Hampshire. Infinex Investments, Inc is a company based in Meriden, CT. The company has offices in 531 locations and a total of 764 employees. It administers $3 billion in total assets among its 8,831 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 78 charities and foundations. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees largely vary depending on the financial services provided. However, fee types billed by Infinex Investments, Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Mark Leonard Work History
Mark has been registered as a financial advisor for 10 years.*
Infinex Investments, Inc
Harvest Capital, LLC
Harvest Capital Advisors
Insurance Agent Appointed With Various Carriers
*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 Mark Leonard 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 Infinex Investments, Inc
Meriden, CT
Oakville, CT
Pittsburgh, PA
Chapel Hill, NC
Bronx, NY
New York, NY
Ellsworth, ME
Grand Ledge, MI
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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