Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Carolyn Killgore is a financial professional with over 30 years of experience in the industry. Leslie is a Certified Financial Planner and has been registered with Charles Schwab & CO., Inc. since 2016. Prior to that, Leslie was registered with 1ST GLOBAL CAPITAL CORP. and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Leslie has a wide range of experience, including providing financial planning and investment advice. Leslie is also a board member of Hunt Memorial Hospital District.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
10/10/2016 - Present
Charles Schwab & CO., Inc. (Scottsdale AZ)
TX
08/19/1992 - 09/30/2016
1ST GLOBAL CAPITAL CORP. (GREENVILLE TX)
IN
12/08/1993 - 06/07/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
09/20/1988 - 10/05/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 09/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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