David Leszcynski (CRD# 2913686) is an Investment Advisor Representative working at Global Financial Planning Group, LLC in Troy, MI and has over 26 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Troy, MI | Sep 2009 - Current | 14 |
| Global Financial Planning Group, LLC | Troy, MI | Sep 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- FL
- MI
- TX
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts530ACCOUNTS
-
Average Account Value$198,729
- 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
- Selection of other advisers (including private fund managers)
FL, MI, TX
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