Rebecca S Leonard
Investment adviser representative at Independent Financial Group, LLC
17 yearsExperience
2 statesRegistered in
$12.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Independent Financial Group, LLCMay 2023 to now
- Cetera Advisor Networks LLCSep 2019 to May 2023
- Summit Financial GroupJun 2019 to May 2021
- Summit Brokerage Services IncFeb 2009 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5129872
- Firm CRD
- 7717