Randy Leslie is a registered investment advisor at LPL Financial LLC, based in Golden, CO, with 23 years of industry experience. Randy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
14143 Denver West Pkwy Ste 450, Golden, CO, 80401
Get directionsHistory
Regulatory History (2)
Regulatory
October 2014Employment Separation After Allegations
September 2012Other Business Activities
Randy operates under the DBA Colorado Financial Partners, LLC, based in Golden, CA, since 2012. This activity is not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations22 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.
Exams
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