Unclaimed
Leslie Crilley is a financial advisor with LPL Financial LLC. Leslie has been in the financial services industry since 1987. Leslie is licensed in multiple states to provide investment advice and has a Series 7 license. Leslie also holds a Series 66 license, which enables them to offer investment advice related to both securities and investment advisory services.
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
PA
01/21/2021 - Present
LPL Financial LLC (WASHINGTON CROSSING PA)
PA
05/11/2009 - 02/01/2021
UBS FINANCIAL SERVICES INC. (NEWTOWN PA)
NY
09/29/2006 - 12/24/2008
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
07/30/1993 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
05/21/1987 - 07/27/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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