Leon Khersonsky
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Leon Khersonsky, CFP®, who also goes by Leonid Khersonsky, was a registered financial professional .
Leon is a previously registered financial professional and started their career in finance in 1994. Leon had worked at 13 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 23, 2019 - July 20, 2024
WEALTH & TAX PLANNERS LLC
February 8, 2016 - September 26, 2017
LPL FINANCIAL LLC
February 8, 2016 - September 26, 2017
LPL FINANCIAL LLC
October 23, 2014 - December 12, 2014
LPL FINANCIAL LLC
July 30, 2014 - December 12, 2014
LPL FINANCIAL LLC
November 8, 2010 - April 1, 2011
RETIREMENT DEPOT
March 31, 2006 - August 3, 2006
ATLAS SECURITIES, LLC
January 1, 2004 - July 12, 2004
CETERA ADVISORS LLC
May 6, 2003 - March 28, 2008
WEALTH & TAX PLANNERS LLC
October 1, 1997 - January 1, 2004
IFG NETWORK SECURITIES, INC.
July 28, 1997 - September 20, 1997
EMMETT A LARKIN COMPANY, INC.
July 10, 1997 - August 8, 1997
METROPOLITAN LIFE INSURANCE COMPANY
July 10, 1997 - August 8, 1997
MSI FINANCIAL SERVICES, INC.
April 15, 1997 - July 23, 1997
CARILLON INVESTMENTS, INC.
October 27, 1995 - October 31, 1996
SUNAMERICA SECURITIES, INC.
September 20, 1994 - April 11, 1995
IDS LIFE INSURANCE COMPANY
September 20, 1994 - April 11, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WEALTH & TAX PLANNERS LLC
CRD#: 136450 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 65,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
