Leah
Manderson
Pensionmark Financial Group, LLC
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About this Advisor
Leah Manderson is a financial advisor based in Alpharetta, Georgia, working with Pensionmark Financial Group, LLC. Leah has previously held positions at Garnett Enterprises, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Homemaker, Voya Financial, Pensionmark Securities, LLC, and Pensionmark Financial Group. Leah has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Georgia and Virginia. Currently, Leah is part of Pensionmark Financial Group, LLC, which operates out of Alpharetta, Georgia. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Leah Manderson Work History
Pensionmark Securities, LLC
Pensionmark Financial Group
Voya Financial
Charles Schwab & Co., Inc
Charles Schwab Bank
Homemaker
Charles Schwab & Co., Inc
Charles Schwab Bank
Garnett Enterprises, LLC
Disclosures
Please visit the SEC profile of Leah Manderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
