Leslie MedallCRD Number: 3126977
Current Firm: Apfs Wealth Management, Inc.
Leslie Medall (CRD# 3126977) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 18 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Apfs Wealth Management, Inc.||Rochester, NY||Aug 2014 - Current||3|
|Private Advisor Group, LLC||Rochester, NY||May 2011 - Current||6|
|Lpl Financial||Rochester, NY||May 2011 - Jul 2014||3|
|Ensemble Financial Services||Pittsford, NY||Dec 2005 - May 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management389MILLIONS
Total Number of Accounts1,288ACCOUNTS
Average Account Value$301,916
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, GA, IL, MA, NE, NH, NY, OH, SC, TX, VA