Leonid Palanov, financial advisor Lebanon NH
83 score

Leonid Palanov

CRD Number: 1132920
Current Firm: Ameritas Investment Corp

Leonid Palanov (CRD# 1132920) is an Investment Advisor Representative working at Ameritas Investment Corp in Lebanon, NH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Identity Theft Shield Lebanon, NH Jul 2014 - Current 2
Author Quechee, VT May 2014 - Current 2
Family Financial Strategies Lebanon, NH Jun 2007 - Current 9
Ameritas Investment Corp Lincoln, NE Apr 2007 - Current 9
Ameritas Life Insurance Lincoln, NE Apr 2007 - Current 9
Bridge Consolidated Financial Planning Lebanon, NH Aug 2010 - Nov 2015 5
Nurse Financial Lebanon, NH Aug 2011 - Oct 2012 1
Union Central Life Insurance Cincinnati, OH Apr 2007 - Dec 2011 4
Acacia Life Insurance Bethesda, MD Apr 2007 - Dec 2011 4
Equity Services, Inc. Montpelier, VT Jan 2005 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Leonid Palanov
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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