Leslie Whitney, financial advisor Kennebunk ME
93 score

Leslie Whitney

CRD Number: 1237514
Current Firm: Fiduciary Investment Advisors, LLC

Leslie Whitney (CRD# 1237514) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Kennebunk, ME and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Fiduciary Investment Advisors, LLC Windsor, CT Feb 2014 - Current 2
Whitney Retirement Services Group, Inc. Kennebunk, ME Feb 2007 - Current 9
Sentinel Securities, Inc. Reading, MA Jan 2009 - May 2011 2
Commonwealth Financial Network Waltham, MA Apr 2005 - Feb 2007 1
Norton Financial Services, Inc. South Portland, ME Apr 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Leslie A. Whitney
Phone Number: 866-466-9412
Firm Website: http://www.fiallc.com
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $5,017,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, MA, ME, NH, NJ, NY, PA, RI, TX, VT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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