Leonard ClausCRD Number: 2373277
Current Firm: Westpark Wealth Advisors, Inc.
Leonard Claus (CRD# 2373277) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 27 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Westpark Wealth Advisors, Inc.||Houston, TX||Apr 2019 - Current||2|
|Calton & Associates, Inc.||Houston, TX||Nov 2017 - Current||3|
|Ims Securities, Inc.||Houston, TX||Jun 2001 - Nov 2017||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1994|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management158MILLIONS
Total Number of Accounts613ACCOUNTS
Average Account Value$258,254
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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