Barry LeslieCRD Number: 3098430
Current Firm: Leslie Global Wealth, LLC
Barry Leslie (CRD# 3098430) is an Investment Advisor Representative working at Leslie Global Wealth, LLC in Chicago, IL and has over 19 years of experience in the finance industry. Barry Leslie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Leslie Global Wealth, LLC||Chicago, IL||Apr 2013 - Current||5|
|Lpl Financial, LLC||Chicago, IL||Jul 1998 - Current||19|
|Porrey Leslie Associates, LLC||Chicago, IL||May 2004 - Mar 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
Total Assets Under Management118MILLIONS
Total Number of Accounts555ACCOUNTS
Average Account Value$212,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, MI, MN, OH, TX
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