Unclaimed
Lesley Parrish Reinhart is a financial advisor with over 8 years of experience in the industry. Lesley is registered with Capital Client Group, Inc. and is licensed to provide investment advice in California, Maryland, and Pennsylvania. Lesley has Series 7, 31, and 66 licenses and holds a Certified Financial Planner designation. Prior to joining Capital Client Group, Inc., Lesley was a financial advisor at Russell Investments Financial Services, LLC and Robert W. Baird & Co. Incorporated.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
09/10/2019 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
WA
03/27/2014 - 09/05/2019
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
CO
09/02/2011 - 03/24/2014
ROBERT W. BAIRD & CO. INCORPORATED (BOULDER CO)
BOTH
Issued 09/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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