Leonard Nelson, financial advisor Metairie LA

Leonard Nelson

CRD Number: 722771
Current Firm: Strategic Financial Concepts, LLC

Leonard Nelson (CRD# 722771) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Metairie, LA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Financial Concepts Metairie, LA May 2012 - Current 11
Lpl Financial LLC Metairie, LA Sep 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Leonard J. Nelson
Phone Number: 210-737-7800
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    988
    MILLIONS
  • Total Number of Accounts
    4,631
    ACCOUNTS
  • Average Account Value
    $213,249
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI

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