1. Wealthminder
  2. New Orleans, LA
Leonard Alsfeld, financial advisor New Orleans LA

Leonard Alsfeld

CRD Number: 855016
Current Firm: Fbt Advisors, Inc.

Leonard Alsfeld (CRD# 855016) is an Investment Advisor Representative working at Fbt Advisors, Inc. in New Orleans, LA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. New Orleans, LA Aug 2017 - Current 3
Fbt Investments, Inc. New Orleans, LA Sep 2000 - Aug 2017 16
First Bank & Trust New Orleans, LA Feb 2000 - Aug 2017 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination Feb 2008
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.

Get Details on the FINRA Advisor Check site
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $759,290
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

LA, MS, TX

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