Leslie Benzak is a CFP-designated registered investment advisor, based in Harleysville,, PA, with 25 years of industry experience. Leslie is also registered as a broker, so some compensation may come from commissions on products sold.
Location
464 Main Street, Harleysville,, PA, 19438
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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 ActivitiesSells Insurance
Leslie sells fixed insurance products, dedicating minimal time to this activity. She is also a co-owner of Otium Ventures, LLC, a real estate management entity, and spends minimal time on this as well. Finally, Leslie has been doing tax preparation since 2014, spending about 10% of her time on it.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations17 states
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