Leslie Burton, financial advisor Appleton WI

Leslie Burton

CRD Number: 3067946
Current Firm: Private Client Services, LLC

Leslie Burton (CRD# 3067946) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services Appleton, WI Jun 2021 - Current 2
The Free Market Appleton, WI Sep 2020 - Jun 2021 < 1
Colorado Springs School District 20 Colorado Springs, CO Nov 2019 - Aug 2020 < 1
Raymond James & Associates, Inc. Colorado Springs, CO Jun 2019 - Nov 2019 < 1
Raymond James Financial Services Colorado Springs, CO Jun 2019 - Nov 2019 < 1
Raymond James & Associates, Inc. Greenville, WI Nov 2018 - Jun 2019 < 1
Raymond James Financial Services, Inc. Greenville, WI Nov 2018 - Jun 2019 < 1
Unemployed Greenville, WI Apr 2018 - Nov 2018 < 1
Sii Investments, Inc. Menasha, WI Aug 1999 - Apr 2018 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Leslie J. Burton
Phone Number: 502-451-0600
Firm Website: http://www.kfg.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    663
    MILLIONS
  • Total Number of Accounts
    2,669
    ACCOUNTS
  • Average Account Value
    $248,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

ND

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