Leslie Lyle Pincombe

United Advisors America

23 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Advisors America

Compensation

Fee-Only (AUM)

Firm Size

22 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$202K average

Assets Under Management

$353.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.00%
$1.5M - $2.5M	0.80%
$2.5M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2015

Settled

Customer Dispute

October 2014

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Leslie is an insurance agent for Alliance America Corporation, a life and health insurance agency.

Employment History

Current Registrations

United Advisors America

April 2017 - Present · 8 yrs 10 mos

Previous Registrations

Fifth Third Securities, INC.

June 2009 - June 2015 · 6 yrs

Merrill Lynch, Pierce, Fenner & Smith Incorporated

January 2001 - May 2009 · 8 yrs 4 mos

State Registrations2 states

MNWI

Advisor

Exams

No exam information available for this advisor.