Leslie Busch (CRD# 6701018) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 7 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Hamden, CT | Jan 2018 - Current | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Hamden, CT | Jan 2018 - Current | 6 |
| Boys & Girls Club Of Milford | Milford, CT | May 2017 - Feb 2020 | 2 |
| Bni Bridgeport Chapter | Windsor Locks, CT | Jul 2017 - Jan 2018 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Milford, CT | Jan 2017 - Jan 2018 | 1 |
| Waddell & Reed, Inc. | Hamden, CT | Sep 2016 - Jan 2018 | 1 |
| Unemployed | Milford, CT | Jun 2016 - Sep 2016 | < 1 |
| Right To Play | New York, NY | Apr 2015 - Jun 2016 | 1 |
| East Coast Conference | Central Islip, NY | Dec 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- CT
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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