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Leonard Hampton Anderson

LHA Capital Partners

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About Leonard Hampton Anderson

Leonard Anderson is an Investment Advisor Representative with LHA Capital Partners. Leonard has been in the industry since 2010 and has a combined 12 years of experience in the securities industry. Leonard is registered in Arizona and California and holds a Series 7 and 66 securities license. Leonard has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney.

Firm Information

Leonard Anderson is currently registered with LHA Capital Partners. LHA Capital Partners is a registered investment advisor with the SEC. They manage $51,071,000 in assets for 91 clients, including 11 high-net-worth individuals and 6 individuals other than high-net-worth. The firm offers financial planning and portfolio management services for individuals.

$51.07M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leonard Anderson’s Registration & Firm History

AZ

03/13/2020 - Present

LHA Capital Partners (SCOTTSDALE AZ)

CA

10/28/2011 - 04/10/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)

CA

06/16/2010 - 11/04/2011

MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 07/14/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leonard Hampton Anderson.
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