Melissa Kristine Perez-Leblanc

Employer firm

Anchor & Oak Wealth Advisors, LLC CRD 342544

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2025
  Girard Securities
  Fulshear, TX
• 12/2025 → 06/2026
  Global Investment Advisory
  Mcdonough, GA
• 06/2026 → Present
  Anchor & Oak Wealth Advisors, Llc
  Marco Island, FL

Previous Registrations

• 2025-12-15 → 2026-08-10
  Global Investment Advisory
  Mcdonough, GA
  Fulshear, TX
• 2015-01-21 → 2015-09-30
  Girard Securities, Inc.
  Fulshear, TX
• 2009-08-19 → 2013-01-23
  Gfs Advisors Llc
  Houston, TX
• 2007-03-07 → 2009-03-11
  Stanford Group Company
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

1. DENHAM & LEBLANC, LLC; SOLE 100% OWNER; REAL ESTATE HOLDING COMPANY RENTAL PROPERTIES. Owner since 08/08/2013, 0 hours a month, not investment related. 2. MISSCO SERVICES, LLC, SOLE 100% OWNER; REAL ESTATE HOLDING COMPANY Owner since 09/22/2009, not securities related. 0 hours per month. 3. LeBlanc Wealth Management Group, LLC owner of investment related business since 11/21/2025, 170 hours a month, all market hours. 2 full-time employees, 3 part-time employees and 1 intern student. Compensated by Anchor & Oak monthly advisory fees.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-13
• S66 Uniform Combined State Law Examination
  2007-03-05

Other Names

• Melissa K Perez
• Melissa Kristine Leblanc
• Melissa Perez Leblanc