Leslie Wolford is a CFP, ChFC-designated registered investment advisor, based in Cumberland, MD, with 9 years of industry experience. Leslie is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Cumberland, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leslie works as a Vice President at DiNuzzo Private Wealth Inc., providing investment advisory and financial planning services. This role takes nearly full-time hours, with a significant portion dedicated to trading activities.
Employment History
Current Registrations
Beaconsfield Financial Services, INC.Broker
Dinuzzo Private Wealth, INC.
State Registrations3 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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