Leslie Phelps, financial advisor Houston TX
88 score

Leslie Phelps

CRD 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 1 year of experience in the finance industry.

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Company Name Location Dates Years
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
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Nanny Lynchburg, VA May 2009 - Jul 2009 < 1
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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
Contact Info for Leslie M. Phelps
Phone Number: 713-917-0022
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $675,545
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, OH, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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