Leslie AyersCRD Number: 4127168
Current Firm: Sagepoint Financial, Inc.
Leslie Ayers (CRD# 4127168) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management16,479MILLIONS
Total Number of Accounts86,848ACCOUNTS
Average Account Value$189,744
- A percentage of assets under your management
- Hourly charges
- 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)
- 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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