Cameron
Leonard
Spc
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About this Advisor
Cameron Leonard is a financial advisor based in Lebanon, Pennsylvania, working with Spc. Cameron has previously held positions at Equitable Advisors LLC, St. Xavier High School, Colorado State University, Buckhead Mountain Grill, Amazon Fulfilment Center, The University Of Dayton, Zone 6 Landscaping, Chipotle Mexican Grill, Parkland Securities, LLC, and Sigma Planning Corporation. Cameron has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Cameron is part of Spc, which operates out of Lebanon, Pennsylvania. The firm has 351 offices and 462 employees. The firm manages assets totaling $5.7 billion and serves 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,655,661,675
462
26,544
$213,067
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Cameron Leonard Work History
Parkland Securities, LLC
Sigma Planning Corporation
Equitable Advisors LLC
Colorado State University
Buckhead Mountain Grill
Amazon Fulfilment Center
The University Of Dayton
Zone 6 Landscaping
Chipotle Mexican Grill
St. Xavier High School
Disclosures
Please visit the SEC profile of Cameron Leonard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
