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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie W. Turner is an Investment Advisor Representative with Gradient Advisors, LLC. Leslie is registered with the state of Tennessee since 2019 and North Carolina since 2022. Leslie is also registered with FINRA and holds the Series 6, Series 63 and Series 65 licenses. Leslie specializes in financial planning, pension consulting, and selection of other advisors. Leslie has been in the financial services industry since 1997. Prior to joining Gradient Advisors, Leslie was self employed with National Care Insurance Agency and also worked for Jefferson Pilot Securities Corporation. Leslie has been serving the needs of individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
MN
09/24/2019 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IN
01/03/2004 - 09/01/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 07/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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