Melissa K. Perez-leblanc
Professional summary
Melissa Kristine Perez-leblanc, who also goes by Melissa Kristine Leblanc, Melissa Perez Leblanc, Melissa K Perez, is a registered financial advisor currently at ANCHOR & OAK WEALTH ADVISORS, LLC located in Fulshear, Texas.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Melissa has worked at 6 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Kristine Perez-leblanc's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2026 - Present
ANCHOR & OAK WEALTH ADVISORS, LLC
June 25, 2026 - June 25, 2026
ANCHOR & OAK WEALTH ADVISORS, LLC
December 15, 2025 - August 10, 2026
GLOBAL INVESTMENT ADVISORY
January 21, 2015 - September 30, 2015
GIRARD SECURITIES, INC.
January 21, 2015 - September 30, 2015
GIRARD SECURITIES, INC.
August 19, 2009 - January 23, 2013
GFS ADVISORS LLC
August 19, 2009 - January 23, 2013
GLOBAL FINANCIAL SERVICES, L.L.C.
March 7, 2007 - March 11, 2009
STANFORD GROUP COMPANY
April 30, 2004 - March 11, 2009
STANFORD GROUP COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/29/2026)
Exams
Current Firm
ANCHOR & OAK WEALTH ADVISORS, LLC
CRD#: 342544 / SEC#: 801-136471
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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