Unclaimed
Les Leroy Barber is a financial advisor with over 19 years of experience in the industry. Les has held various positions in the financial services industry, including roles at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Currently, Les is an advisor at Osaic Wealth, Inc. and is registered in several states, including California, Colorado, Florida, Idaho, Pennsylvania, Utah, and Washington. Les provides a range of services to clients, including financial planning, portfolio management, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
05/22/2013 - Present
Osaic Wealth, Inc. (SOUTH JORDAN UT)
UT
04/05/2004 - 03/06/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
IN
04/05/2004 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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