Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Danielle Crabill is a financial advisor with over 25 years of experience in the industry. Leslie has been registered with LPL Financial LLC since July 2011 and holds Series 7, 63, and 65 licenses. Leslie has previously worked with several other firms including UVEST Financial Services Group, Inc., BB&T Investment Services, Inc., Nationwide Advisory Services, Inc., Lombard Securities Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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2
WV
07/05/2011 - Present
LPL Financial LLC (CHARLES TOWN WV)
WV
07/06/2007 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLES TOWN WV)
WV
04/05/2001 - 04/09/2007
BB&T INVESTMENT SERVICES, INC. (MARTINSBURG WV)
OH
07/09/1996 - 04/19/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MD
06/23/1995 - 04/02/1996
LOMBARD SECURITIES INCORPORATED (BALTIMORE MD)
MN
04/28/1995 - 06/26/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/28/1995 - 06/26/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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