Ricky Lee Leonard

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 12/2023
  Planmember Securities Corporation
  Carpinteria, CA
• 07/2014 → 12/2023
  Old Dominion Insurance & Investments Inc.
  Winchester, VA
• 07/2014 → 06/2018
  James Madison University
  Harrisonburg, VA
• 08/2020 → 12/2023
  Staunton City Schools
  Staunton, VA
• 10/2016 → 12/2023
  Ricky Leonard
  Winchester, VA
• 12/2023 → Present
  Old Dominion Insurance & Investments Inc.
  Winchester, VA
• 12/2023 → Present
  Planmember Securities Corporation
  Carpinteria, CA

Other Businesses

1) Old Dominion Insurance & Investments Inc-420 W. Jubal Dr., Ste 202, Winchester, VA 22601; Investment related; Provide administrative & trade Old Domsupport for investments/securities/insurance; Non-Producing Licensed Sales Assistant; Start date 12/2023; 48 hrs/mnth; 32 hrs/mnth during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-08
• S63 Uniform Securities Agent State Law Examination
  2015-08-01

Other Names

• Rick L. Leonard