Leonard
Moulin
Ignite Planners LLC
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About this Advisor
Leonard Moulin is a chartered financial analyst who works in San Clemente, California who has 1 year of industry experience. Moulin works at Ignite Planners LLC. Throughout their career, they have worked at Girard Securities, Inc, Cetera Advisor Networks LLC, Sa Stone Wealth Management Inc, Ignite Planners LLC and Rincon Pacific Management, Inc. Moulin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Ignite Planners LLC is a registered investment company that has its headquarters in San Clemente, CA. The company has offices in six locations and a total of 29 employees. It oversees $686 million in assets across its 3,084 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 3,084 accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. Ignite Planners LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. However, fees charged by Ignite Planners LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ignite Planners LLC Brokerage Details
$686,344,000
29
3,084
$222,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Leonard Moulin Work History
Leonard has been registered as a financial advisor for 1 years.*
Ignite Planners LLC
Sa Stone Wealth Management Inc
Rincon Pacific Management, Inc
Cetera Advisor Networks LLC
Girard Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leonard Moulin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ignite Planners LLC
South Jordan, UT
South Jordan, UT
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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