![Laura Pantaleo, financial advisor San Francisco CA](/img/ws/profile-blank-sq.png)
Laura Pantaleo (CRD# 7160646) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 4 years of experience in the finance industry.
![Daniel Leonard, financial advisor San Francisco CA](/img/ws/profile-blank-sq.png)
CRD# 2055289
Powering Your Retirement
![Peter Abbey, financial advisor San Francisco CA](/img/ws/profile-blank-sq.png)
CRD# 2183126
Lpl Financial LLC
![Rachel Abdel-Hamid, financial advisor San Francisco CA](/img/ws/profile-blank-sq.png)
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Wetherby Asset Management | San Francisco, CA | May 2017 - Current | 7 |
Stay Home Mother And Volunteer | Berkeley, CA | Feb 2017 - May 2017 | < 1 |
Consumer Financial Service Corporation | Emeryville, CA | Feb 2017 - Feb 2017 | < 1 |
Stay Home Mother And Volunteer | Berkeley, CA | Jan 2009 - Feb 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- CA
-
Total Assets Under Management7,277MILLIONS
-
Total Number of Accounts3,828ACCOUNTS
-
Average Account Value$1,901,021
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.