Leslie Allen, financial advisor Atlanta GA
93 score

Leslie Allen

CRD Number: 1350568
Current Firm: Family Wms, LLC

Leslie Allen (CRD# 1350568) is an Investment Advisor Representative working at Family Wms, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Advocacy Wealth Management Services, LLC Atlanta, GA Sep 2006 - Current 10
Family Wealth Management Services Inc. Atlanta, GA May 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Jul 1993
Contact Info for Leslie W. Allen
Phone Number: 404-961-1051
Firm Website: http://www.familywms.com
Registered State(s):
  • AR
  • FL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    450
    MILLIONS
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $830,500
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AR, FL, GA, MN, MS, NH, NY, SC, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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