Frank LeandroCRD Number: 5493382
Current Firm: Transamerica Financial Advisors, Inc.
Frank Leandro (CRD# 5493382) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Transamerica Financial Advisors, Inc.||Modesto, CA||Jan 2012 - Current||5|
|World Financial Group, Inc.||Modesto, CA||Nov 2006 - Current||10|
|Turlock Irrigation District||Turlock, CA||Jan 1999 - Current||18|
|Investment Advisors International, Inc.||Modesto, CA||Jun 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||Modesto, CA||Feb 2008 - Jan 2012||3|
|Rental Income||Turlock, CA||Jun 2009 - Aug 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
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
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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