Scott Leslie, financial advisor Fairfield OH

Scott Leslie

CRD Number: 2341362
Current Firm: Transamerica Retirement Advisors, LLC

Scott Leslie (CRD# 2341362) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Fairfield, OH and has over 30 years of experience in the finance industry.

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Primerica Advisors
Company Name Location Dates Years
Transamerica Investors Securities Corporation Fairfield, OH Aug 2016 - Current 7
Transamerica Retirement Solutions Fairfield, OH Jul 2016 - Current 7
Standard Retirement Services Cincinnati, OH Jan 2010 - Jul 2016 6
Stancorp Equities, Inc. Cincinnati, OH Jan 2007 - Jul 2016 9
Stancorp Investment Advisers, Inc. Cincinnati, OH Jan 2007 - Jul 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Scott A. Leslie
Phone Number: 866-368-0566
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    12,680
    MILLIONS
  • Total Number of Accounts
    160,403
    ACCOUNTS
  • Average Account Value
    $79,051
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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, WY

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