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Lesley Estelle Cannan

Litman Gregory Wealth Management, LLC

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About Lesley Estelle Cannan

Lesley Estelle Cannan is a financial advisor with Litman Gregory Wealth Management, LLC. Lesley has been with the firm since December 2012 and has a long history of experience in the financial industry. She holds the Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner. Lesley specializes in working with individuals, families, and businesses. She is committed to providing her clients with comprehensive financial advice and helping them achieve their financial goals. Lesley’s current registration is active in California and Texas, where she helps clients of Litman Gregory Wealth Management, LLC.

Firm Information

Lesley Cannan is currently registered with Litman Gregory Wealth Management, LLC. Litman Gregory Wealth Management, LLC is a wealth management firm based in Larkspur, CA. They provide portfolio management services for individuals, businesses, and charitable organizations. Their regulatory assets under management total $2,411,865,613.
Litman Gregory Wealth Management, LLC

1100 LARKSPUR LANDING CIRCLE

LARKSPUR, CA 94939

$2.41B

Assets Under Management

1

Total Clients

10

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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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.

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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Lesley Cannan’s Registration & Firm History

CA

06/28/2023 - Present

Litman Gregory Wealth Management, LLC (LARKSPUR CA)

CA

07/22/2010 - 12/04/2012

FIDELITY BROKERAGE SERVICES LLC (LARKSPUR CA)

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Licenses & Designations

BOTH

Issued 12/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lesley Estelle Cannan.
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