Natalie Leininger, financial advisor Pleasanton CA
96 score

Natalie Leininger

CRD Number: 1429734
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Natalie Leininger (CRD# 1429734) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Pleasanton, CA and has over 23 years of experience in the finance industry. Natalie Leininger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
National Planning Corporation Walnut Creek, CA Feb 2009 - Current 7
Sterling Financial Services, Inc. Walnut Creek, CA May 2001 - Current 15
Royal Alliance Associates, Inc. San Ramon, CA Jan 1994 - Feb 2009 15
Carroll/cahill Associates San Francisco, CA Oct 1986 - Feb 2009 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
Contact Info for Natalie A. Leininger
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • AZ
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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