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Leonard B
Series 63, Series 66
Weddington, NC
Brecken Capital Advisors, LLC
Leonard Brecken is the principal and sole advisor at Brecken Capital Advisors, LLC, with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lincoln Financial Securities Corp and Waddell & Reed Inc. Brecken Capital Advisors provides individualized portfolio management and comprehensive financial planning for individuals, high net-worth clients, and businesses. The firm uses a top-down investment approach incorporating passive exposures, internal model portfolios, and a mix of ETFs and selected individual stocks, while also offering business-focused services such as employee benefits optimization and exit planning.
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