Leslie Coulson
Leslie Coulson is a registered investment advisor at LPL Financial LLC, based in Diamond Bar, CA, with 30 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
20955 Pathfinder Rd Ste 110, Diamond Bar, CA, 91765
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Regulatory History (1)
Financial
March 2020Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
The Fragasso Group INC.
LPL Financial CorporationBroker
Smith Barney INC.Broker
State Registrations1 state
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.