Leslie Gay, financial advisor Baraboo WI
93 score

Leslie Gay

CRD Number: 4472019
Current Firm: Raymond James Financial Services Advisors, Inc.

Leslie Gay (CRD# 4472019) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Baraboo, WI and has over 14 years of experience in the finance industry.

Similar Advisors
Jennifer Olson, financial advisor Baraboo WI
Jennifer D. Olson
CRD# 5102182
Sii Investments, Inc.
Score
98
Similar Advisors
Gregory Dipiazza, financial advisor Baraboo WI
Gregory C. Dipiazza
CRD# 1750601
Woodbury Financial Services, Inc.
Score
96
Similar Advisors
Jennifer Giemza, financial advisor Baraboo WI
Jennifer L. Giemza
CRD# 5378321
Bmo Harris Financial Advisors, Inc.
Score
96
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Baraboo, WI Jun 2009 - Current 7
The Baraboo National Bank Baraboo, WI Jun 2005 - Current 11
Raymond James Financial Servicves, Inc. Baraboo, WI Oct 2001 - Current 15
The Baraboo National Bank Baraboo, WI Nov 1981 - Current 35
Freedom Insurance Agency LLC Baraboo, WI Feb 2003 - Oct 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
Contact Info for Leslie K. Gay
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Leslie Gay and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.