Lesley Atchley
Lesley Atchley is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Coeur D'Alene, ID, with 39 years of industry experience. Lesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
601 Front Avenue, Suite 203, Coeur D'Alene, ID, 83814
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2021Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Lesley sells fixed insurance products and is the owner/president of Atchley Financial Group, which is her DBA for securities business, taking up a full-time commitment. She also participates in a few non-profit organizations and acts as a trustee for her family trust.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Associated Securities CORP.Broker
Financial Network Investment CorporationBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.