Leslie ArchambaultCRD Number: 2864622
Current Firm: Integrated Wealth Concepts LLC
Leslie Archambault (CRD# 2864622) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 26 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
|Integrated Wealth Concepts, LLC||Simsbury, CT||Jul 2021 - Current||2|
|Lpl Financial, LLC||Simsbury, CT||Jul 2021 - Current||2|
|Coburn & Meredith, Inc.||Htfd, CT||Jul 1996 - Jul 2021||25|
|Coburn & Meredith, Inc.||Hartford, CT||Jul 1996 - Jul 2021||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management7,466MILLIONS
Total Number of Accounts17,089ACCOUNTS
Average Account Value$436,887
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY
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