Charles LeupoldCRD Number: 6004666
Current Firm: Primerica Advisors
Charles Leupold (CRD# 6004666) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 5 years of experience in the finance industry.
J.p. Morgan Securities LLC
Nexus Wealth Advisors, LLC
Cetera Advisors LLC
|Pfs Investments Inc.||Salinas, CA||Dec 2011 - Current||5|
|Primerica Financial Services||Salinas, CA||Jun 2010 - Current||7|
|United States Census Bureau||Salinas, CA||Jan 2010 - Jun 2010||< 1|
|Unemployed||Salinas, CA||Jun 2009 - Dec 2009||< 1|
|Pajaro Valley Unified School District||Watsonville, CA||Aug 2008 - Jun 2009||< 1|
|Unemployed||Salinas, CA||Jun 2008 - Aug 2008||< 1|
|Gilroy Unified School District||Gilroy, CA||Aug 2006 - Jun 2008||1|
|Unemployed||Salinas, CA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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
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