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Hugh solomon Valentine Leslie

Truist Advisory Services, Inc.

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About Hugh solomon Valentine Leslie

Hugh Solomon Valentine Leslie is a registered investment advisor representative with Truist Advisory Services, Inc.. Hugh has been in the financial services industry since May 14, 2007. Hugh has passed the Series 66, Series 7, and SIE exams. Hugh is registered in 20 states. Hugh's previous employers include PNC Investments and Wells Fargo Advisors, LLC.

Firm Information

Hugh solomon Leslie is currently registered with Truist Advisory Services, Inc.. TRUIST ADVISORY SERVICES, INC. is an investment advisor registered with the SEC and headquartered in Atlanta, Georgia. They serve individuals, high-net-worth individuals, corporations, charitable organizations, and other client types. They offer financial planning, portfolio management, and other services. The firm has approximately 2,079 investment advisor representatives and $61.37 billion in regulatory assets under management.
Truist Advisory Services, Inc.

2350 SOLOMONS ISLAND RD

ANNAPOLIS, MD 21401

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hugh solomon Leslie’s Registration & Firm History

MD

09/14/2016 - Present

Truist Advisory Services, Inc. (ANNAPOLIS MD)

MD

06/24/2011 - 01/17/2014

PNC INVESTMENTS (BALTIMORE MD)

MD

06/07/2006 - 07/22/2010

WELLS FARGO ADVISORS, LLC (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 8/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/6/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hugh solomon Valentine Leslie.
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