Leonard AchenbachCRD Number: 2160718
Current Firm: Equitable Advisors, LLC
Leonard Achenbach (CRD# 2160718) is an Investment Advisor Representative working at Equitable Advisors, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wealth Management Partners Of Los Angeles
|Equitable Advisors, LLC||New York, NY||Jul 2013 - Current||9|
|Axa Advisors, LLC||New York, NY||Jul 2013 - Jun 2020||6|
|Push10||Philadelphia, PA||Nov 2012 - Oct 2013||< 1|
|Unemployed||Sherman Oaks, CA||Sep 2007 - Nov 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2004|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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