Donald Leese, financial advisor Baton Rouge LA
93 score

Donald Leese

CRD Number: 5564037
Current Firm: Nfp Advisor Services, LLC

Donald Leese (CRD# 5564037) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Baton Rouge, LA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Gallagher Benefit Services Baton Rouge, LA Feb 2012 - Current 4
Nfp Advisor Services, LLC Baton Rouge, LA Apr 2012 - Apr 2016 4
Financial Telesis Inc. San Rafael, CA Jan 2011 - Apr 2012 1
Detlefs Johnson Baton Rouge, LA Jan 2011 - Feb 2012 1
Princor Financial Services Corp Baton Rouge, LA Jun 2009 - Jan 2011 1
Detlefs And Company Benefit Resources LLC Baton Rouge, LA Jun 2009 - Jan 2011 1
Evans Investment Advisor Baton Rouge, LA May 2008 - Jun 2009 1
Scott Madden Inc. Atlanta, GA Jun 2001 - May 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Donald A. Leese
Phone Number: 512-697-6000
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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

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