LF
CFP
LF
CFP

Leotie Fukawa

7 Years of Experience
Palo Alto, CA
Broker

Leotie Fukawa is a CFP-designated registered investment advisor, based in Palo Alto, CA, with 7 years of industry experience.

Location

261 Hamilton Ave., Palo Alto, CA, 94301

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealthfront Brokerage LLC
October 2019 - Present · 6 yrs 7 mos
Wealthfront Brokerage LLCBroker
October 2019 - Present · 6 yrs 7 mos
Wealthfront Advisers LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Grove
October 2018 - September 2019 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Leotie Fukawa - Financial Advisor | TrueAdvisor