LA
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Leslie Allen

25 Years of Experience
Clarksville, TN
Broker

Leslie Allen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clarksville, TN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

50 Franklin St., Clarksville, TN, 37040

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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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Other Business Activities

Leslie works as an associate/employee at F&M Bank and F&M Wealth Management, spending about half of her time or more at each. She serves as a financial advisor to clients at F&M Wealth Management.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
June 2005 - Present · 21 yrs 1 mo
Previous Registrations
Raymond James Financial Services
June 2005 - January 2009 · 3 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - June 2005 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - June 2005 · 5 yrs
State Registrations9 states
ARFLHIKYOHOKTNTXVA
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 Allen - Financial Advisor | TrueAdvisor