Leonard Joseph Nelson

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial Llc
  Metairie, LA
• 05/2012 → 08/2025
  Strategic Financial Concepts
  Metairie, LA

Previous Registrations

• 2012-05-15 → 2025-09-16
  Strategic Financial Concepts, Llc
  Metairie, LA
• 2009-02-10 → 2009-09-08
  Mutual Service Corporation
  Metairie, LA
  West Palm Beach, FL
  Metairie, LA
• 2007-02-05 → 2008-06-27
  American General Securities Incorporated
  Metairie, LA

Other Businesses

(1) 12/4/2009 - Non-Variable Insurance DBA- ACTING AS AGENT IN THEE SALE OF LIFE, HEALTH, DISABILITY, LONG TERM CARE AND FIXED ANNUITY PRODUCTS. - RELATED DBA: BENEFIT PLANNING GROUP- METAIRIE, LA - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent - 10%. (2) 5/16/2012 -Registered Investment Advisor -Strategic Financial Concepts(SFC) - I AM NOT CURRENTLY FEES FOR FINANCIAL PLANS OR HOURLY ADVICE. HOWEVER, I MAY IN THE FUTURE. - (HYBRID) STRATEGIC FINANCIAL CONCEPTS(SFC) - METAIRIE, LA - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent - 20%. 3) 08/15/2025 - Bryant & Stratton - Not Investment Related - Other - Teaching classes online - Home Based - Start Date:08/13/2025 - 12 Hrs/Mth - 12 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-11
• S63 Uniform Securities Agent State Law Examination
  2000-12-08

Other Names

• Leonard J Nelson
• Leonard Joseph Nelson