Leonard James Tomson
CFP®Professional Summary
Leonard James Tomson, CFP®, who also goes by Leonard J. Tomson, Lenny Tomson, is a registered financial advisor currently at PALM WEALTH PARTNERS located in Boca Raton, Florida. Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Leonard has worked at 4 firms and has passed the Series 66, Series 52TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Leonard J. Tomson, Lenny Tomson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
INVESTMENT ADVISORY SERVICES GROUP LLC | PALM WEALTH PARTNERS
Contact Information
Main Address
7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433Phone Number
(954) 632-2555# of Employees
9SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,232AUM (Assets Under Management)
$179,338,120Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
INVESTMENT ADVISORY SERVICES GROUP LLC | PALM WEALTH PARTNERS
State Registrations and Notice Filings
(3/19/2024)
(7/23/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Leonard James Tomson's CRS (Customer Relationship Summary).
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