Leslie Lamotte
Leslie Lamotte is a registered investment advisor at Prospera Financial Services, INC., based in Bend, OR, with 26 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
1005 SW Disk Drive, Suite 101, Bend, OR, 97702
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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
Leslie operates Cascade Wealth Management, dedicating full-time hours to this investment-related business. She also participates in the Amazon Associates affiliate program, spending minimal time promoting products online.
Employment History
Current Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ek Riley Investments, LLC
Ek Riley Investments, LLC
Ek Riley Investments, LLCBroker
First Allied Securities, INC.Broker
Ragen Mackenzie Investment Services, LLCBroker
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.