Charles Leupold, financial advisor Salinas CA
90 score

Charles Leupold

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Salinas, CA Dec 2011 - Current 5
Primerica Financial Services Salinas, CA Jun 2010 - Current 6
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
Contact Info for Charles H. Leupold
Phone Number: 800-544-5445
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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

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