Leslie PhelpsCRD Number: 6438620
Current Firm: Doliver Capital Advisors, LP
Leslie Phelps (CRD# 6438620) is an Investment Advisor Representative working at Doliver Capital Advisors, LP in Houston, TX and has over 2 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Doliver Capital Advisors, LP||Houston, TX||Jun 2014 - Current||2|
|City Of Houston Health & Human Services||Houston, TX||Jun 2013 - Jun 2014||1|
|Liberty University Online||Lynchburg, VA||Sep 2012 - Jun 2013||< 1|
|Liberty University Online||Lynchburg, VA||Aug 2011 - Sep 2012||1|
|Liberty University Online||Lynchburg, VA||Jul 2009 - Aug 2011||2|
|Nanny||Lynchburg, VA||May 2009 - Jul 2009||< 1|
|The Shepherds Guide||Lynchburg, VA||Feb 2008 - May 2009||1|
|Full Time Student||Richmond And Lynchburg, VA||Jan 2005 - May 2009||4|
|Macys||Richmond, VA||Dec 2006 - Dec 2008||2|
|Bath & Body Works||Richmond And Lynchburg, VA||Dec 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management136MILLIONS
Total Number of Accounts202ACCOUNTS
Average Account Value$675,545
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, OH, TX
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