Henry Leslie, financial advisor Clemson SC
96 score

Henry Leslie

CRD Number: 1154361
Current Firm: Investment Advisors

Henry Leslie (CRD# 1154361) is an Investment Advisor Representative working at Investment Advisors in Clemson, SC and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Proequities Inc. Clemson, SC Aug 2013 - Current 3
Leslie And Associates Clemson, SC Jul 1984 - Current 32
Commonwealth Financial Network Waltham, MA Sep 2012 - Aug 2013 < 1
H. Beck, Inc. Rockville, MD Jan 2007 - Aug 2011 4
Ascend Financial Services, Inc. St. Paul, MN Jun 1988 - Dec 2006 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Henry S. Leslie
Phone Number: 800-288-3035
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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