Ian Leveroni, financial advisor Maitland FL
77 score

Ian Leveroni

CRD Number: 6248974
Current Firm: Waddell & Reed

Ian Leveroni (CRD# 6248974) is an Investment Advisor Representative working at Waddell & Reed in Maitland, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Maitland FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Sandy King, financial advisor Maitland FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Score
100
Similar Advisors
Leo Lorenz, financial advisor Maitland FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Score
100
Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Orlando, FL May 2014 - Current 2
Waddell & Reed, Inc. Maitland, FL Nov 2013 - Current 3
Jones Lang Lasalle Orlando, FL Jan 2006 - Apr 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Ian Leveroni
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • IN
  • NC
  • FL
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from Ian Leveroni and other advisors.
BADGES
77

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.