Leslie EspositoCRD Number: 2009207
Current Firm: Wells Fargo Advisors, LLC
Leslie Esposito (CRD# 2009207) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Vineland, NJ and has over 5 years of experience in the finance industry.
Rockcrest Financial LLC
Cypress Financial Planning
|Wells Fargo Advisors LLC||Vineland, NJ||Mar 2016 - Current||1|
|Cumberland County College||Vineland, NJ||Sep 2013 - Mar 2016||2|
|Bank Of America, N.a.||Vineland, NJ||Sep 2014 - Feb 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Vineland, NJ||Aug 2014 - Feb 2016||1|
|Wells Fargo||Vineland, NJ||Oct 2010 - Aug 2014||3|
|Unemployed||Vineland, NJ||Jun 2010 - Oct 2010||< 1|
|Vineland Boe||Vineland, NJ||Feb 2002 - Jun 2010||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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