Kyle
Leonard
Semmax Financial Advisors, Inc
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About this Advisor
Kyle Leonard is a financial advisor based in Winston Salem, North Carolina, working with Semmax Financial Advisors, Inc. Kyle has previously held positions at Edward Jones, Lincoln Financial, Fund Direct Advisors, Intercarolina Financial Services, Inc, Cuso Financial Services, Lp, Truliant Federal Credit Union, and Semmax Financial Advisors. Kyle has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Kyle is part of Semmax Financial Advisors, Inc, which operates out of Winston Salem, North Carolina. The firm has 1 office and 18 employees. The firm manages assets totaling $333.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Semmax Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Semmax Financial Advisors, Inc Brokerage Details
$333,212,892
18
2,015
$165,366
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Kyle Leonard Work History
Semmax Financial Advisors
Cuso Financial Services, Lp
Truliant Federal Credit Union
Fund Direct Advisors
Intercarolina Financial Services, Inc
Fund Direct Advisors
Lincoln Financial
Edward Jones
Disclosures
Please visit the SEC profile of Kyle 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 Semmax Financial Advisors, Inc
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Waxahachie, TX
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