Leshawn Powers, financial advisor Richmond Heights OH
93 score

Leshawn Powers

CRD Number: 5452089
Current Firm: Lpl Financial LLC

Leshawn Powers (CRD# 5452089) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond Heights, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Mayfield Heights, OH Aug 2017 - Current < 1
Nycb Mayfield Heights, OH Aug 2017 - Current < 1
Cco Investment Services Corp Woodmere, OH Oct 2014 - Jun 2017 2
J.p. Morgan Securities LLC Akron, OH Oct 2012 - Oct 2014 2
Chase Investment Services Corp Aurora, OH Dec 2011 - Oct 2012 < 1
Jpmorgan Chase Bank Na Aurora, OH May 2008 - Dec 2011 3
Nylife Securities LLC Seven Hills, OH Jan 2008 - Apr 2008 < 1
New York Life Insurance Company Seven Hills, OH Nov 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Leshawn M. Powers
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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