Leisl Langevin (CRD# 5508500) is an Investment Advisor Representative working at Commonwealth Financial Network in Pomfret Center, CT and has over 5 years of experience in the finance industry. Leisl Langevin 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.
CRD# 1049525
Fidelity Personal And Workplace Advisors
CRD# 2931681
Lpl Financial LLC
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weiss, Hale & Zahansky Strategic Wealth Advisors | Pomfret Center, CT | Mar 2019 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Mar 2019 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Jan 2019 - Mar 2019 | < 1 |
| Weiss, Hale & Zahansky Strategic Wealth Advisors | Pomfret Center, CT | Jan 2019 - Mar 2019 | < 1 |
| People's United Advisors, Inc. | Bridgeport, CT | Apr 2018 - Jan 2019 | < 1 |
| People's Securities, Inc. | Bridgeport, CT | Nov 2017 - Jan 2019 | 1 |
| People's United Bank, N.a. | Bridgeport, CT | Feb 2017 - Jan 2019 | 1 |
| People's United Bank, Inc. | Bridgeport, CT | Jun 2014 - Jan 2017 | 2 |
| U.s. Trust Bank Of America | Hartford, CT | Oct 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- CT
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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