Leo Abel (CRD# 2530923) is an Investment Advisor Representative working at Abel Hall, LLC in Baton Rouge, LA and has over 27 years of experience in the finance industry. Leo Abel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2588417
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Level Four Financial, LLC | Dallas, TX | Jul 2020 - Current | 3 |
| Insurance-non Variable | Baton Rouge, LA | May 2006 - Current | 17 |
| Whiteville Rice, Inc. | Baton Rouge, LA | Jun 2002 - Current | 21 |
| Abel Financial Services, Inc. | Baton Rouge, LA | Jan 2002 - Current | 22 |
| Abel Hall LLC | Baton Rouge, LA | Jun 2019 - Jul 2020 | 1 |
| Mutual Securities, Inc. | Camarillo, CA | Jun 2019 - Jul 2020 | 1 |
| Raymond James Financial Services Advisors, Inc. | Baton Rouge, LA | Jan 2009 - Jun 2019 | 10 |
| Raymond James Financial Services | Baton Rouge, LA | Feb 2002 - Jun 2019 | 17 |
| United Networks Of America | Baton Rouge, LA | Mar 2012 - Dec 2015 | 3 |
| Cellular Corporation | Baton Rouge, LA | Jul 2005 - Dec 2015 | 10 |
| Hospice Of Baton Rouge | Baton Rouge, LA | Apr 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
- LA
- TX
-
Total Assets Under Management327MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$630,651
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, LA, NE, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.