Leigh KesslerCRD Number: 6196949
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Leigh Kessler (CRD# 6196949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 4 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Merrill Lynch, Pierce, Fenner, & Smith Incorporated||Fort Worth, TX||Feb 2014 - Current||4|
|Fidelity Investments||Westlake, TX||May 2013 - Feb 2014||< 1|
|Nordstrom Rack||Southlake, TX||Feb 2013 - May 2013||< 1|
|Kessler Farms Inc.||Augusta, MO||May 2003 - Feb 2013||9|
|Dr. Monika Strong Dds||Washington, MO||Aug 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY