Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Bond is a financial advisor at LPL Financial LLC. Leslie has been in the industry since 2011 and is registered with both FINRA and the state of South Carolina. Leslie is able to provide investment advice and services to individuals, corporations, and other businesses, and is specialized in financial planning, pension consulting, and portfolio management. Leslie is committed to helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/16/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
01/29/2013 - 08/25/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
07/08/2011 - 01/03/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 06/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2022
Series 99TO - Operations Professional Examination
BC
Issued 04/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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