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Leslie Lyle Pincombe

United Advisors America

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About Leslie Lyle Pincombe

Leslie Lyle Pincombe is an Investment Advisor Representative. Leslie has been in the industry for over 20 years. Leslie is currently registered with United Advisors America in Prosper, TX and Pleasant Prairie, WI. Leslie has a series 6, 7, 63, and 65 license and is also a licensed insurance agent for Alliance America Corporation. Leslie has worked with over 1678 clients, including over 60 high-net-worth individuals. Leslie specializes in portfolio management for individuals, financial planning, and pension consulting. Leslie has worked with Fifth Third Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LifeUSA Securities, Inc., USLIFE Equity Sales Corp., and First American National Securities, Inc.

Firm Information

Leslie Pincombe is currently registered with United Advisors America. United Advisors America is an investment advisor registered with the SEC. Headquartered in Prosper, Texas, the firm has 26 licensed agents and manages approximately $260 million in assets. They offer financial planning and portfolio management services to individuals and high-net-worth individuals.
United Advisors America

290 S PRESTON ROAD

PROSPER, TX 75078

$260.18M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leslie Pincombe’s Registration & Firm History

TX

07/27/2021 - Present

United Advisors America (PROSPER TX)

IL

06/04/2009 - 06/29/2015

FIFTH THIRD SECURITIES, INC. (ST. CHARLES IL)

IL

12/21/2000 - 05/21/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKFORD IL)

MN

07/10/2000 - 12/19/2000

LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)

NA

03/07/1991 - 07/09/1993

USLIFE EQUITY SALES CORP.

NA

10/25/1985 - 01/31/1991

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

BC

Issued 10/28/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/24/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Leslie Lyle Pincombe. Review regulatory record here.
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