Rebecca Leonard
Professional summary
Rebecca Leonard, who also goes by Rebecca Susan Leonard, Rebecca Susan Scholl, Rebecca Susan Scholl-maguire, Rebecca Scholl-maguire, is a registered financial advisor currently at LINC WEALTH SOLUTIONS located in Norristown, Pennsylvania.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Rebecca has worked at 3 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Leonard's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2015 - Present
LINC WEALTH SOLUTIONS
Office #1: 36 E. Main Street, Suite 201, Norristown, PA 19401January 7, 2013 - September 16, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 10, 2012 - September 16, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 29, 2007 - November 20, 2012
SEI INVESTMENTS MANAGEMENT CORP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2015)
Exams
Current Firm
LINC WEALTH SOLUTIONS
CRD#: 174470 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 9,816,791 |
Red Flags
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