Leslie DrummondCRD Number: 5429078
Current Firm: Summit Asset Management LLC
Leslie Drummond (CRD# 5429078) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 8 years of experience in the finance industry. Leslie Drummond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Summit Asset Management, LLC||Memphis, TN||Feb 2013 - Current||3|
|Summit Asset Management, LLC||Memphis, TN||Sep 2010 - Feb 2013||2|
|The Marston Group Plc||Memphis, TN||Feb 2010 - Aug 2010||< 1|
|Morgan Keegan & Company, Inc.||Memphis, TN||Aug 2009 - Jan 2010||< 1|
|Morgan Keegan & Company, Inc.||Atlanta, GA||Sep 2007 - Jul 2009||1|
|University Of Mississippi||Oxford, MS||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management492MILLIONS
Total Number of Accounts1,295ACCOUNTS
Average Account Value$380,005
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, CA, FL, LA, MS, NC, TN, TX
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