Leslie
Myers

Lpl Financial LLC

CRD#2002895
Investment Advisor
in Denver, CO
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About this Advisor

Leslie Myers is an advisor who works out of Denver, Colorado. Currently a registered financial advisor with Lpl Financial LLC, they have accumulated 15 years of experience in the financial advisory industry. Myers maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Myers is able to act as a financial advisor in Colorado and Texas. Myers has spent their complete career at Lpl Financial LLC. Lpl Financial LLC is based out of Denver, Colorado, and operates out of 8,011 offices across the nation. In total, Lpl Financial LLC manages $153 billion in assets across 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

650 S. Cherry Street #1250
Denver, CO 80246

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CO Average: $16,012,751,954
Total Number of Employees

22,790

CO Average: 118
Total Number of Accounts

786,525

CO Average: 4,567
Average Account Size

$202,281

CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Leslie Myers Work History

Leslie has 15 years of experience.

2003 - Present (16 years)

Lpl Financial, LLC

Disclosures

Leslie Myers has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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