Client Resources

As a part of our transparency at LeBlanc Financial Alliance, we always encourage you to have access to not only your investment portals, but all of the various documents and correspondence we collect and file. Below are some of the online portals that allow you to access to your investments anytime & anywhere!

If you do not have access to any of the below portals, reach out to us and we will gladly set them up.

Dropbox

Dropbox

LeBlanc Financial Alliance uses Dropbox as our secure file management system.

Visit Portal
Charles Schwab

Charles Schwab

Charles Schwab Institutional custodies majority of LeBlanc Financial Alliance's publicly traded assets.

Visit Portal
NETX Investor

NETX Investor

Pershing, LLC custodies majority of LeBlanc Financial Alliance's alternative investments.

Visit Portal
Community National Bank

Community National Bank

Community National Bank (CNB) custodies a select few of LeBlanc Financial Alliance's alternative investments.

Visit Portal

Book a Consultation

Ready to start building your financial future?

Office

900 S Gay Street, Suite 2109
Knoxville, TN 37902

Phone

(865) 671-4262

fax

(865) 671-4336

email

hello@leblancfinancial.com
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