Leilani Harwood
Professional summary
Leilani Harwood, CFP®, who also goes by Leilani M Harwood, Leilani M Marques, is a registered financial advisor currently at BLUE SKY CAPITAL CONSULTANTS GROUP, INC. located in Poway, California and INDEPENDENT FINANCIAL GROUP, LLC located in Poway, California.
Leilani is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Leilani has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, Series 7, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leilani Harwood's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
September 30, 2024 - Present
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Office #1: 14259 Danielson St., Poway, CA 92064September 16, 2025 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 14259 Danielson Street, Poway, CA 92064August 25, 2021 - September 25, 2024
F.A.I.T.H. DRIVEN PLANNING
July 26, 2019 - October 6, 2020
FORTUNE FINANCIAL SERVICES, INC.
July 8, 2019 - July 21, 2021
D. M. BRENNER, INC.
April 20, 2018 - May 28, 2019
INDEPENDENT FINANCIAL GROUP, LLC
January 4, 2013 - May 28, 2019
INDEPENDENT FINANCIAL GROUP, LLC
June 22, 2010 - December 31, 2011
PFS INVESTMENTS INC.
March 25, 2009 - December 31, 2009
PFS INVESTMENTS INC.
Primary Firm SEC Registration
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD#: 329575 / SEC#: 801-129456
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2024)
Exams
Series 7TO
Date: 2/27/2024
General Securities Representative ExaminationSeries 6TO
Date: 2/27/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD#: 329575 / SEC#: 801-129456
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,412 |
| AUM (Assets Under Management) | $ 306,337,273 |
Red Flags
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