Leslie Gosule
Leslie Gosule is a registered investment advisor at LPL Financial LLC, based in Quincy, MA, with 25 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
500 Victory Rd. Suite 441, Quincy, MA, 02171
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Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Leslie operates Marina Point Services, LLC as a DBA for her LPL business. She also engages in non-variable insurance activities and tax preparation/accounting through the same entity, dedicating minimal time to insurance and about 10-20% of her time to tax services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Equity Services, INC.Broker
Allmerica Investments, INC.Broker
Mainsail Advisors Services, LLC
State Registrations11 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.