Jim Donald Leonard

Trutoro

36 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning

Trutoro

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

806 clients

Average Client Portfolio

$162K average

Assets Under Management

$130.7M

Fee Structure

Minimum Investment:$200K

Location

2201 Washington Avenue, Suite 2, Conway, AR, 72032

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2005

Denied

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Other Business ActivitiesSells Insurance

Jim sells equity indexed annuities and is an independent insurance agent since 2010. He also has a timber business with his brother.

Employment History

Current Registrations

Trutoro

January 2021 - Present · 5 yrs 1 mo

TrutoroBroker

January 2021 - Present · 5 yrs 1 mo

Previous Registrations

Avantax Advisory Services

January 1994 - December 2020 · 26 yrs 11 mos

Avantax Investment Services, INC.Broker

September 1990 - December 2020 · 30 yrs 3 mos

First American National Securities, INC.Broker

December 1988 - September 1990 · 1 yr 9 mos

State Registrations3 states

ARCOTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.