Leslie LongCRD Number: 5374245
Current Firm: Investment Professionals, Inc.
Leslie Long (CRD# 5374245) is an Investment Advisor Representative working at Investment Professionals, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|S&t Financial Services||Pittsburgh, PA||Jun 2007 - Current||9|
|Investment Professionals, Inc.||San Antonio, TX||Jun 2007 - Current||9|
|S&t Bank||Pittsburgh, PA||Jul 2000 - Jun 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management634MILLIONS
Total Number of Accounts2,677ACCOUNTS
Average Account Value$236,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV