Leslie Smith (CRD# 1242367) is an Investment Advisor Representative working at Coronado Financial Group LLC in San Mateo, CA and has over 40 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | San Mateo, CA | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Oct 2005 - Current | 18 |
| Coronado Financial Group, LLC | San Mateo, CA | Feb 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- CA
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$614,772
- 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
- Other
CA
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