Leo Sanchez
Leo Sanchez is a registered investment advisor at Raymond James & Associates, INC., based in Baton Rouge, LA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
445 North Blvd., #500, Suite 500, Baton Rouge, LA, 70802
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Leo has a personal investment in Cutagenesis, a therapeutic cosmetics company, since 2008, requiring minimal time. He also has a real estate investment in DS Brothers LLC, owning a lake house for rental purposes since September 2024, also requiring minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.C. Bradford & CO.Broker
Morgan Keegan & Company, INC.Broker
State Registrations13 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.