Leslie Greenman
Leslie Greenman is a registered investment advisor at LPL Financial LLC, based in Ellisville, MO, with 16 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
16290 Westwoods Business Park, Ellisville, MO, 63021
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2015Other Business Activities
Leslie is an author for Datingourmoney.com and owns Leslie Greenman Wealth Management LLC for tax/investment purposes. She also operates under the DBA Westward Financial Strategies for her LPL business, dedicating about a quarter of her time, and is involved in several real estate rental properties, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cutter & Company, INC.
Cutter & Company, INC.Broker
Edward JonesBroker
Edward Jones
MML Investors Services, INC.Broker
Financial Network Investment CorporationBroker
State Registrations6 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.