Levene Leblanc-Mclean (CRD# 7141754) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 3 years of experience in the finance industry.
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ses Inc. | Tyson's Corner, VA | Aug 2023 - Current | < 1 |
| Seia LLC | Tyson's Corner, VA | Mar 2020 - Current | 4 |
| Polish Your Business | Clarksburg, MD | Mar 2019 - Current | 5 |
| Royal Alliance Associates, Inc. | Tysons Corner, VA | Mar 2020 - Aug 2023 | 3 |
| Morgan Stanley Private Bank, N.a | New York, NY | Nov 2019 - Mar 2020 | < 1 |
| Morgan Stanley | Lutherville, MD | Jun 2019 - Mar 2020 | < 1 |
| Stone Street Capital | Bethesda, MD | Oct 2017 - Mar 2019 | 1 |
| Chill Tech Studios | Laurel, MD | Jun 2017 - Sep 2017 | < 1 |
| Hollins University | Roanoke, VA | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- VA
-
Total Assets Under Management14,212MILLIONS
-
Total Number of Accounts18,483ACCOUNTS
-
Average Account Value$768,896
- 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
- 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, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.