Leslie Thomas, financial advisor Marshfield MO
96 score

Leslie Thomas

CRD Number: 3134226
Current Firm: Eagle Strategies LLC

Leslie Thomas (CRD# 3134226) is an Investment Advisor Representative working at Eagle Strategies LLC in Marshfield, MO and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nylife Securities Inc. Springfield, MO Sep 1998 - Current 18
New York Life Springfield, MO Sep 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Leslie G. Thomas
Phone Number: (888) 695-3245
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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