Leighann Miko, financial advisor Los Angeles CA
106 score

Leighann Miko

Equalis Financial

CRD Number: 6093393
Current Firm: Equalis Financial
Compensation Model: Fee Only

Hello. We’re Equalis Financial and we have the financial help you’re looking for.

Focused whole-heartedly on the principle of equality, we’re an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.

We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here.

Here, our mission is to empower the individual - individuals like you - to be an active and equal partner in your financial planning, regardless of immediate or long-term goals. We work with you so you can live your best life.

 

What sets us apart

OUR IDENTITY

Equalis Financial was founded by a member of the LGBT community, a woman, and a once-young, now-experienced professional. Your needs will be attended to with compassion and understanding.

FEE-ONLY and INDEPENDENT

This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you, setting us apart from some of the big guys out there.

It’s also our fiduciary duty to do what’s best for you, which requires us to put your interests ahead of our own. Seems like a no-brainer and a matter of decency, but it’s unfortunately not the standard.

IMPARTIAL

Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field.

TECHNOLOGY

Like our office? You’re in it. We are location independent, meaning we use web-based tools and technology to allow us to work as a virtual advisor and assist you no matter your physical location. This means more convenient, anytime, anywhere help for you.

CONTACT
Similar Advisors
David Fried, financial advisor Los Angeles CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Los Angeles CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Penniall & Associates
Score
103
Professional Designations
Company Name Location Dates Years
Equalis Financial Los Angeles, CA Dec 2016 - Current 2
CG Financial Services Los Angeles, CA Sep 2015 - Oct 2016 1
Ameriprise Financial Services, Inc. Pasadena, CA Jun 2012 - Jun 2015 3
Silver Oak Wealth Advisors, LLC Los Angeles, CA Jun 2010 - Jun 2012 2
Brentwood Advisory Group, LLC Los Angeles, CA Jan 2007 - Jun 2010 3
California State Treasurer's Office Sacramento, CA Jan 2006 - Jan 2007 1

Leighann Miko has no recent exams reported.
Contact Info for Leighann Miko
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Ready to hire a financial advisor? Get competitive proposals from Leighann Miko and other advisors.
BADGES
106
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.