Leonard
Curcio

About this Advisor

Leonard Curcio is a financial advisor working out of New York, New York, who has been in the industry for 13 years. Curcio is currently employed by Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Primerica Financial Services, Pfs Investments Inc, Warwick Resource Group, World Financial Group, Inc, Transamerica Financial Advisors, Inc, America Family Life Assurance Co, Fema, Adjusters International, Inc and Hagerty Consulting. Curcio maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Transamerica Financial Advisors, Inc is a financial advisory company headquartered in New York, New York. The company has offices in 304 locations and a total of 1,274 people on staff. It has $973 million in total assets between its 22,673 accounts, making it one of the larger firms in the United States by assets under management. Of its 22,673 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The business performs a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services are offered. Fees charged by Transamerica Financial Advisors, Inc can include some blend of asset-based, fixed and commission-based fees.