Featured Business Financial Advisor in Annapolis, MD
Annapolis Financial Advisors
Leading Edge Wealth Advisors, LLC
2007 Tidewater Colony Drive, Suite 2B
Annapolis, MD 21401
(443) 433-4290
Advisor Profile
James J.  Denora, CPA, CFP
Name:  James J. Denora, CPA, CFP
Phone Number:  (443) 433-4290
Website:  Visit Website
Disclaimer
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a broker/dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Leading Edge Wealth Advisors are not affiliated.

About Leading Edge Wealth Advisors, LLC

We are financial planning and investment money management firm
located in Annapolis, MD. We have a unique process called
You, Inc. which focuses on You and Your Family treating your
finances like you are a business. In addition to this, we
focus on managing your money with your goals and objectives in
mind. Our Mission is to give you the opportunity to do what
you want to do without worrying how much it costs.

At Leading Edge Wealth Advisors, LLC we promise to:

1. Provide and communicate a clear understanding of your needs
based on your goals and objectives.

2. Hold you accountable to your financial actions (or in-
actions)

3. Take the emotions out of the investment process.

4. Be there for your family should something happen to you.

5. Have a disciplined investment process
 

General Information

Name of Broker/Dealer:    Cambridge Investment Research Inc.
Name of Custodial Firm:    Charles Schwab, Inc.
States Willing to do Business in:    MD, DE ,DC,VA, PA
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    5
Work Experience:    We've been in the financial services industry
since April 1999.
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At your home, Video Conference, At my office
 

Firm Information

Firm's Number of Clients:    135
Firm's Number of Managed Clients:    135
Assets Managed by Firm:    $110,000,000
Advisor's Number of Clients:    135
Advisor's Number of Managed Clients:    135
Assets Managed by Advisor:    $110,000,000
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $100,000
 
 
 
Prepared By: James J. Denora, CPA, CFP
 
 
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