Unclaimed
Leonard Bakker is an Investment Advisor Representative associated with Lifetime Financial, Inc., a firm headquartered in Walnut Creek, CA. Leonard has been in the financial industry since 2010. Leonard is currently registered with the state of California to provide investment advisory services. Leonard has earned the Series 65 license, also known as the Uniform Investment Adviser Law Examination. Leonard has experience with insurance companies, corporations or other businesses, high net worth individuals, and individuals other than high net worth.
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.
Helps you choose top advisors aligned with your financial 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.
Acts as a solicitor
1
2
CA
01/25/2025 - Present
Lifetime Financial, Inc. (Walnut Creek CA)
IA
Issued 10/25/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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