Leanne Sindell, financial advisor Napa CA
90 score

Leanne Sindell

CRD Number: 1252489
Current Firm: L & S Advisors, Inc.

Leanne Sindell (CRD# 1252489) is an Investment Advisor Representative working at L & S Advisors, Inc. in Napa, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
L & S Advisors, Inc. Los Angeles, CA Jul 2012 - Current 4
C. K. Cooper & Company Irvine, CA Apr 2011 - Jul 2012 1
Shinnecock Partners Los Angeles, CA Jul 2010 - Jul 2012 2
Universal Financial Consultants Tiburon, CA Feb 2010 - Jun 2010 < 1
Langley Creative Tiburon, CA Jun 2006 - Jan 2010 3
Thought Leaders Intl. Napa - Tiburon, CA Jun 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Leanne K. Sindell
Phone Number: 310-893-6060
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    517
    MILLIONS
  • Total Number of Accounts
    1,400
    ACCOUNTS
  • Average Account Value
    $369,505
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CT, FL, GA, LA, MD, NC, NJ, NM, NV, NY, OH, OR, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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