Leblanc Financial Associates, LLC

Leblanc Financial Associates, LLC (CRD# 137284) is a financial advisory firm headquartered in , . They manage $1,043,309 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Leblanc Financial Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
James M. Leblanc
CRD#: 5056619
Sahuarita, AZ

James Leblanc (CRD# 5056619) is an Investment Advisor Representative working at Leblanc Financial Associates, LLC in Sahuarita, AZ and has over 12 years of experience in the finance industry. James Leblanc 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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