Cindy Leah Hanerhoff
Professional Summary
Cindy Leah Hanerhoff, who also goes by Cindy Leah Hanerhoff Dorbecker, Cindy L H Lara, is a registered financial advisor currently at PRIVATE PORTFOLIO, INC. located in La Jolla, California. Cindy is registered as a RR (Registered Representative) and started their career in finance in 1983. Cindy has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cindy Leah Hanerhoff Dorbecker, Cindy L H Lara
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
PRIVATE BROKERAGE | PRIVATE PORTFOLIO, INC. | PRIVATE PORTFOLIO OF SAN DIEGO, INC. | PRIVATE PORTFOLIO OF SAN DIEGO
Contact Information
Main Address
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037Mailing Address
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037-4535Phone Number
(858) 551-2071Established
California since 05/18/1994Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
19FINRA licenses (12 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
37AUM (Assets Under Management)
$50,000,000Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/15/2023)
(10/9/2023)
(2/17/2026)
(7/24/2023)
(7/31/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Cindy Leah Hanerhoff's CRS (Customer Relationship Summary).
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