Leslie Zuckerman
Leslie Zuckerman is a registered investment advisor at LPL Financial LLC, based in Hollywood, FL, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4000 Hollywood Blvd. Ste 630 N, Hollywood, FL, 33021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leslie is an insurance agent selling various insurance products, including life, group, LTC, health, and disability insurance, dedicating about a quarter of their time to this. Leslie also acts as a trustee for multiple family trusts, provides legal services, and is involved with several DBAs related to their LPL business, along with owning an insurance agency.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
State Registrations8 states
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