LB
PFS
LB
PFS

Leonard Bettencourt

26 Years of Experience
Turlock, CA
Broker

Leonard Bettencourt is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Turlock, CA, with 26 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Turlock, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Leonard owns a tenant in common interest for an office building rented to an accounting firm since 1993, dedicating minimal time. Leonard is also a CPA since 1977.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
December 1999 - October 2019 · 19 yrs 10 mos
1st Global Capital CORP.Broker
October 1999 - October 2019 · 20 yrs
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.