Leslie ProceviatCRD Number: 1316096
Current Firm: Securities America Advisors, Inc.
Leslie Proceviat (CRD# 1316096) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 29 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Securities America Advisors, Inc.||San Jose, CA||May 2004 - Current||13|
|Securities America, Inc.||San Jose, CA||May 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- 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