Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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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)
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
Active
Inactive
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