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Leslie Greco-Pool

28 Years of Experience
Dallas, TX
Broker

Leslie Greco-Pool is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 28 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

200 Crescent Court, Suite 500, Dallas, TX, 75201

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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.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
December 2004 - September 2016 · 11 yrs 9 mos
Deutsche Bank Securities INC.Broker
June 2004 - September 2016 · 12 yrs 3 mos
Bear, Stearns & CO. INC.Broker
June 2000 - June 2004 · 4 yrs
Salomon Smith Barney INC.Broker
April 1998 - June 2000 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
October 1997 - March 1998 · 5 mos
State Registrations47 states
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AdvisorBrokerBoth

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