Leslie Valdelamar
Leslie Valdelamar is a registered investment advisor at Ameriprise Financial Services, LLC, based in Arlington, TX, with 2 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2340 W Interstate 20, Ste 214, Arlington, TX, 76017-7603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leslie works as a financial consultant for Florida Financial Advisors and a registered representative for Trinity Wealth Securities, dedicating full-time hours to each. Leslie also engages in fixed insurance sales for Florida Financial Insurance for a few hours per week and is a co-founder of Pet Chatter, a mobile app, spending minimal time on it.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Equitable Advisors, LLCBroker
State Registrations1 state
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.