Leslie Pinckard is a registered investment advisor at Edward Jones, based in Dothan, AL, with 23 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
2607 Choctaw St, Dothan, AL, 36303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leslie is a trustee at First Methodist Church and a board member at The Harbor Church, assisting with planning and upkeep. She also co-owns BMB Heaven LLC for liability purposes related to a non-rental vacation home, is an executive committee member for Communities Of Transformation, and owns 25% of 29 South LLC.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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