Lesley
Cannan
Litman Gregory Wealth Management, LLC
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About this Advisor
Lesley Cannan is a financial advisor based in Larkspur, California, working with Litman Gregory Wealth Management, LLC. Lesley has previously held a position at Litman Gregory. Lesley has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Lesley is part of Litman Gregory Wealth Management, LLC, which operates out of Larkspur, California. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Litman Gregory Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Litman Gregory Wealth Management, LLC Brokerage Details
$2,411,865,613
25
1,890
$1,276,119
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lesley Cannan Work History
Litman Gregory
Disclosures
Please visit the SEC profile of Lesley Cannan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Litman Gregory Wealth Management, LLC
Larkspur, CA
Larkspur, CA
Larkspur, CA
Saint Louis, MO
Larkspur, CA
Larkspur, CA
Larkspur, CA
Larkspur, CA
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