Leonard Anshelevich
Leonard Anshelevich is a registered investment advisor at Wells Fargo Advisors, based in Frisco, TX, with 32 years of industry experience. Leonard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
17 Cowboys Way Ste 500, Frisco, TX, 75034
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
March 2008Other Business Activities
Leonard holds power of attorney for his father, which is investment related. This requires minimal time each month.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Southwest Securities, INC.Broker
Southwest Securities, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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