Emily Leslie (CRD# 7354834) is an Investment Advisor Representative working at Hoxton Planning & Management, LLC in Shepherdstown, WV and has 1 year of experience in the finance industry.
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 5431528
Equitable Advisors, LLC
CRD# 5165082
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hoxton Planning & Management, LLC | Sherpherdstown, WV | Mar 2022 - Current | 2 |
| Goldman Sachs | Shepherdstown, WV | Apr 2020 - Mar 2022 | 1 |
| Breaux Vinyards | Purcellville, WV | Jun 2019 - Mar 2020 | < 1 |
| Martinsburg Dental Center | Martinsburg, WV | Sep 2017 - Sep 2019 | 2 |
| Brix27 | Martinsburg, WV | Mar 2019 - Jun 2019 | < 1 |
| Lovelypixels | Martinsburg, WV | Feb 2019 - Jun 2019 | < 1 |
| Domestic | Shepherdstown, WV | Nov 2018 - Mar 2019 | < 1 |
| The Peppermill | Martinsburg, WV | Oct 2017 - Sep 2018 | < 1 |
| Associated Oral And Maxillofacial Surgeons | Hagerstown, WV | Dec 2017 - Apr 2018 | < 1 |
| Santa Barbara News-press | Santa Barbara, CA | Feb 2016 - Oct 2017 | 1 |
| Young America's Foundation-the Reagan Ranch Center | Santa Barbara, CA | Sep 2015 - Feb 2016 | < 1 |
| Young America's Foundation-national Journalism Center | Reston, VA | May 2015 - Aug 2015 | < 1 |
| The Daily Athenaeum | Morgantown, WV | Dec 2014 - May 2015 | < 1 |
| West Virginia University Athletics Dept | Morgantown, WV | Feb 2014 - May 2015 | 1 |
| Journeys | Morgantown, WV | Aug 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- WV
-
Total Assets Under Management348MILLIONS
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Total Number of Accounts898ACCOUNTS
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Average Account Value$388,005
- 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)
FL, MD, PA, TX, VA, WV
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