Leslie Wolfson (CRD# 1113801) is an Investment Advisor Representative working at Wolfson Wealth Management in Isleton, CA and has over 31 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 5567930
Avantax Advisory Services
CRD# 5395196
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Brokers | Isleton, CA | Jan 2011 - Current | 13 |
| Wolfson Wealth Management | Isleton, CA | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1993 |
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.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management19MILLIONS
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Total Number of Accounts87ACCOUNTS
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Average Account Value$222,989
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA
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