Leon Wiatrak (CRD# 1664444) is an Investment Advisor Representative working at Nollenberger Mccullough Investment Advisors LLC in Mill Valley, CA and has over 31 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nollenberger Mccullough Investment Advisors LLC | Mill Valley, CA | Nov 2020 - Current | 3 |
| Mccullough & Associates LLC | San Francisco, CA | Jan 2005 - Nov 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management120MILLIONS
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Total Number of Accounts86ACCOUNTS
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Average Account Value$1,401,013
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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