Leslie Killgore (CRD# 1793551) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scottsdale, AZ and has over 36 years of experience in the finance industry. Leslie Killgore 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Greenville, TX | Sep 2016 - Current | 7 |
| Killgore & Associates, Inc. | Greenville, TX | Mar 1996 - Current | 28 |
| 1st Global Insurance Services | Greenville, TX | Dec 2004 - Sep 2016 | 11 |
| Active Wealth Management | Greenville, TX | Jun 1997 - Sep 2016 | 19 |
| 1st Global Advisors, Inc. | Greenville, TX | Jun 1994 - Sep 2016 | 22 |
| 1st Global Capital Corp. | Greenville, TX | Aug 1992 - Sep 2016 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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