Brian LeslieCRD Number: 5056329
Current Firm: Financial Engines Advisors LLC
Brian Leslie (CRD# 5056329) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Omaha, NE and has over 16 years of experience in the finance industry. Brian Leslie 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.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Financial Engines Advisors LLC||Omaha, NE||Nov 2016 - Current||5|
|Tmfs Advisors, LLC||Overland Park, KS||Aug 2015 - Nov 2016||1|
|The Mutual Fund Store-omaha, LLC||Overland Park, KS||Mar 2005 - Aug 2015||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2005|
Total Assets Under Management260,100MILLIONS
Total Number of Accounts1,571,621ACCOUNTS
Average Account Value$165,498
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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