Henry GreenleafCRD Number: 3103307
Current Firm: Greenleaf & Burleson Wealth Management, LLC
Henry Greenleaf (CRD# 3103307) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has over 16 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Taddei, Ludwig & Associates, Inc.
Ameriprise Financial Services, Inc.
|Greenleaf & Burleson Wealth Management, LLC||Petaluma, AL||Aug 2007 - Current||9|
|Columbia Management||Hartford, CT||Apr 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Oct 2003|
Total Assets Under Management403MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$504,162
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, HI, NH