Leslie Garner (CRD# 2634511) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 9 years of experience in the finance industry. Leslie Garner 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.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4161901
Founders Financial Alliance, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Adaptfirst Investments LLC | Greensboro, NC | Oct 2019 - Current | 4 |
Garner Wealth Strategies | Greensboro, NC | Sep 2017 - Current | 6 |
Innovation Partners LLC | Charlotte, NC | Oct 2017 - Oct 2019 | 2 |
The Prudential Insurance Company Of America | Greesnboro, NC | Feb 2016 - Oct 2017 | 1 |
Pruco Securities LLC | Charlotte, NC | Jan 2016 - Oct 2017 | 1 |
Garner Wealth Strategies | Greensboro, NC | Jul 2015 - Jan 2016 | < 1 |
Axa Advisors, LLC | New York, NY | Mar 2015 - Jul 2015 | < 1 |
Unemployed | Greensboro, NC | Jan 2015 - Mar 2015 | < 1 |
Garner Wealth Strategies | Greensboro, NC | Apr 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- GA
- NY
- NC
- SC
- TX
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Total Assets Under Management55MILLIONS
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Total Number of Accounts836ACCOUNTS
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Average Account Value$66,154
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, FL, GA, IN, MD, NC, NY, OH, SC, TX
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