Lesley Wilson
Lesley Wilson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Asheville, NC, with 28 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
135 Sweeten Creek Rd., Asheville, NC, 28803
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Regulatory History (1)
Customer Dispute
September 2011Other Business Activities
Lesley is an IAR affiliate with CIRA, spending full-time hours there, with 120 hours dedicated to trading. She is also an agent with Wilson Financial Group LLC and Wealthplan Financial Group, spending about a quarter of her time at each, with 40 hours per month dedicated to trading at each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Mony Securities Corporation
Mony Securities CorporationBroker
Jefferson Pilot Securities CorporationBroker
State Registrations17 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.