Leslie Halpern
Leslie Halpern is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 6 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
2919 Allen Parkway, 9th FLOOR - RETIREMENT EDUCATION CENTER, Houston, TX, 77019
Get directionsHistory
Regulatory History (1)
Criminal
April 1975Other Business ActivitiesSells Insurance
Leslie is an agent for AGIA, selling non-securities insurance products, spending a few hours per week on this activity. She also manages several LLCs (L H Services, Dome City Insurance Services, and Dome City Financial Services), but these entities currently have no duties, clients, or business.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Horace Mann Investors, INC.Broker
MML Investors Services, LLCBroker
State Registrations51 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.