Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Drummond is a financial advisor with Summit Asset Management LLC. Leslie has been in the industry since 2008. Leslie holds a Series 7 and Series 66 license, and is also a Certified Financial Planner. Leslie works with individuals, businesses, and charitable organizations, providing a variety of services, including financial planning, portfolio management, and pension consulting. Leslie is based in Memphis, Tennessee.
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.
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.
General consultations
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.
A percentage of the total value of assets under management is charged.
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TN
06/07/2022 - Present
Summit Asset Management LLC (MEMPHIS TN)
GA
02/13/2008 - 02/02/2010
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BOTH
Issued 04/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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