Leonard Bakker, financial advisor Walnut Creek CA
90 score

Leonard Bakker

CRD Number: 6417458
Current Firm: Lifetime Financial, Inc.

Leonard Bakker (CRD# 6417458) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Walnut Creek, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lifetime Financial Inc. Walnut Creek, CA Jan 2018 - Current < 1
Horter Investment Management Cincinnati, OH Nov 2014 - Current 3
Ca Long Term Care Insurance Services Berkeley, CA Feb 2010 - Current 8
Bahme Partnership Berkeley, CA Jan 1985 - Current 33
Toyota Of Berkeley Berkeley, CA Mar 2012 - Sep 2012 < 1
Lincoln Heritage Berkeley, CA Nov 2011 - Aug 2012 < 1
Team Executive Benefits Walnut Creek, CA Jan 2008 - Dec 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Leonard S. Bakker
Phone Number: 949-224-4240
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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

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