Samuel Leslie
Samuel Leslie is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hattiesburg, MS, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Trustmark Plz, Hattiesburg, MS, 39401
Get directionsHistory
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 Activities
Samuel operates under the DBA Trustmark Financial Services since 2011.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Trustmark Securities, INC.
Trustmark Securities, INC.Broker
Deposit Guaranty Investments, INC.Broker
A. G. Edwards & Sons, INC.Broker
Buchanan & CO., INC.Broker
State Registrations11 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.