Leon N. Pace
Professional summary
Leon Nicholas Pace, who also goes by Leon Lee, Lee N Pace, Lee Pace, Lee N Pace, is a registered financial advisor currently at LINDENWOLD ADVISORS INC. located in Reading, Pennsylvania.
Leon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Leon has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 8, 2020 - Present
LINDENWOLD ADVISORS INC.
Office #1: 505 Penn Street Suite 200, Reading, PA 19601March 13, 2019 - October 30, 2020
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
December 19, 2000 - September 13, 2006
WELLS FARGO CLEARING SERVICES, LLC
May 6, 1993 - January 11, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/2020)
Exams
Current Firm
LINDENWOLD ADVISORS INC.
CRD#: 308454 / SEC#: 801-118561
Contact information
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 278,552,303 |
Red Flags
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Company Information
LINDENWOLD ADVISORS INC.
CRD#: 308454Reading, PA 19601TRUST BUT VERIFY
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