Zachary
Leonard
Prosperity Capital Advisors
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About this Advisor
Zachary Leonard is a financial advisor based in Rocky Mount, North Carolina, working with Prosperity Capital Advisors. Zachary has previously held positions at Prosperity Capital Advisors, Wealth Management Strategies, K2 Ranch, LLC, Zachary Leonard Marine Services, and North Carolina State University. Zachary has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Zachary is part of Prosperity Capital Advisors, which operates out of Rocky Mount, North Carolina. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Zachary Leonard Work History
Prosperity Capital Advisors
Wealth Management Strategies
K2 Ranch, LLC
Zachary Leonard Marine Services
North Carolina State University
Disclosures
Please visit the SEC profile of Zachary 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 Prosperity Capital Advisors
Westlake, OH
Westlake, OH
Arden, NC
Arden, NC
South Easton, MA
Westlake, OH
Lake Charles, LA
Westlake, OH
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