Leonard Frisbie, financial advisor Denver CO
93 score

Leonard Frisbie

CRD Number: 5632107
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Leonard Frisbie (CRD# 5632107) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Denver, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Trilogy Capital, Inc. Denver, CO Nov 2015 - Current 1
National Planning Corporation Denver, CO Jan 2009 - Current 7
Trilogy Financial Services Denver, CO Jan 2009 - Current 7
Charlie's Denver Denver, CO Aug 2008 - Jan 2009 < 1
Unemployeed Grand Cayman, Jun 2008 - Aug 2008 < 1
Monster Media Grand Cayman, Dec 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Leonard W. Frisbie
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CO
  • VA
  • NM
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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