James Leisner (CRD# 4610148) is an Investment Advisor Representative working at Efpr Wealth Advisors, LLC in Rochester, NY and has over 21 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Efpr Wealth Advisors LLC | Rochester, NY | Nov 2021 - Current | 2 |
| Lpl Financial LLC | Rochester, NY | Oct 2018 - Current | 5 |
| Efpr Group Cpa's Pllc | Rochester, NY | Nov 1983 - Current | 40 |
| Cadaret, Grant & Company, Inc. | Rochester, NY | Mar 2011 - Sep 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
NY, SC
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