Leslie Martin, financial advisor Richardson TX
90 score

Leslie Martin

CRD Number: 6013505
Current Firm: Cavanal Hill Investment Management, Inc.

Leslie Martin (CRD# 6013505) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Richardson, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cavanal Hill Tulsa, OK Jul 2011 - Current 5
Bosc, Inc. Tulsa, OK Jul 2011 - Current 5
Bank Of Texas Richardson, TX Jul 2011 - Current 5
Moody's Investor Services Dallas, TX Sep 2008 - Jun 2011 2
University Of Texas Austin, TX Aug 2006 - Aug 2008 2
Municipal Advisory Council Of Tx Austin, TX Sep 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Leslie J. Martin
Phone Number: 800-958-2942
Firm Website: https://cavanalhill.com
Registered State(s):
  • AZ
  • AR
  • NM
  • CO
  • KS
  • MO
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    7,548
    MILLIONS
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $9,307,047
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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