LS
LS

Leslie Sousa

29 Years of Experience
St. Petersburg, FL
Broker

Leslie Sousa is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
LPL Financial LLC
February 2018 - June 2022 · 4 yrs 4 mos
LPL Financial LLCBroker
February 2018 - June 2022 · 4 yrs 4 mos
Invest Financial Corporation
October 2013 - February 2018 · 4 yrs 4 mos
Invest Financial CorporationBroker
October 2013 - February 2018 · 4 yrs 4 mos
Wells Fargo Advisors, LLC
May 2008 - October 2013 · 5 yrs 5 mos
Wells Fargo Advisors, LLCBroker
April 2008 - October 2013 · 5 yrs 6 mos
Wachovia Securities, LLC
April 2003 - May 2007 · 4 yrs 1 mo
Wachovia Securities, LLCBroker
October 2000 - May 2007 · 6 yrs 7 mos
First Union Brokerage Services, INC.Broker
August 1995 - October 2000 · 5 yrs 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Leslie Sousa - Financial Advisor | TrueAdvisor