Leah Loewenthal, financial advisor Campbell CA

Leah Loewenthal

CRD Number: 6187843
Current Firm: Beacon Pointe Advisors, LLC

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.

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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
Contact Info for Leah A. Loewenthal
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    23,246
    MILLIONS
  • Total Number of Accounts
    42,223
    ACCOUNTS
  • Average Account Value
    $550,547
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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