LM
LM

Leslie Mcintosh

24 Years of Experience
Sumter, SC
Broker

Leslie Mcintosh is a registered investment advisor at Raymond James & Associates, INC., based in Sumter, SC, with 24 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

6 Law Range, Sumter, SC, 29150

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Leslie is involved in several LLCs: C Mac 1, LLC (real estate), Camp Legacy, LLC (personal investment), CortDawWalk, LLC (rental real estate, including Leslie's Raymond James office), and T Mac 1, LLC (leases Leslie's office). These activities require minimal time to a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Truist Advisory Services, INC.
March 2021 - September 2021 · 6 mos
Truist Investment Services, INC.Broker
February 2021 - September 2021 · 7 mos
Bb&t Securities, LLC
January 2013 - March 2021 · 8 yrs 2 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
March 2006 - January 2013 · 6 yrs 10 mos
Scott & Stringfellow, LLCBroker
March 2006 - January 2013 · 6 yrs 10 mos
Twinspan Capital Management, LLC
September 2005 - March 2006 · 6 mos
A. G. Edwards & Sons, INC.
May 2001 - June 2005 · 4 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
February 2001 - June 2005 · 4 yrs 4 mos
State Registrations11 states
FLGALANCNJNYSCTNTXVAWV
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.