Leah Loewenthal (CRD# 6187843) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Campbell, CA and has over 9 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Beacon Pointe Advisors, LLC | Campbell, CA | Nov 2021 - Current | 2 |
Moorpark High School | Moorpark, CA | Oct 2016 - Current | 7 |
Wells Fargo Clearing Services, LLC | Beverly Hills, CA | Jan 2021 - Nov 2021 | < 1 |
Unemployed | Calabasas, CA | Oct 2020 - Jan 2021 | < 1 |
Morton Capital Management | Calabasas, CA | Nov 2017 - Sep 2020 | 2 |
Oppenheimer & Company Inc. | Los Angeles, CA | Jun 2015 - Nov 2017 | 2 |
Ubs Financial Services Inc. | Westlake Village, CA | Jun 2014 - Jun 2015 | 1 |
Oppenheimer & Company Inc. | Los Angeles, CA | Apr 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
S63 | Uniform Securities State Law Examination | Mar 2021 |
- CA
-
Total Assets Under Management23,246MILLIONS
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Total Number of Accounts42,223ACCOUNTS
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Average Account Value$550,547
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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