John
Sleesman

Secrest Blakey & Associates, LLC

CRD#5201450
Investment Advisor
in Raleigh, NC
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About this Advisor

John Sleesman is a certified financial planner who works out of Raleigh, North Carolina, who has been in the industry for 12 years. Sleesman is an advisor for Secrest Blakey & Associates, LLC. Throughout their career, they have worked at Lpl Financial Corporation, Southeast Financial Group, Waterstone Financial Group, Wyatt Blakey Secrest & Associates, LLC and Secrest Blakey & Associates, LLC. Sleesman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Secrest Blakey & Associates, LLC is a firm that has its headquarters in Raleigh, North Carolina. The company has a total of 13 financial advisors. It administers $200 million in assets under management across its 830 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 830 client accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets. Secrest Blakey & Associates, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually vary depending on the type of services offered. Fees billed by Secrest Blakey & Associates, LLC likely include asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

7780 Brier Creek Parkway Suite 325
Raleigh, NC 27617

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Secrest Blakey & Associates, LLC Brokerage Details

Total Assets Under Management

$226,562,982

NC Average: $3,625,019,099
Total Number of Employees

13

NC Average: 22
Total Number of Accounts

924

NC Average: 1,917
Average Account Size

$245,198

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

John Sleesman Work History

John has 12 years of experience.

2012 - Present (7 years)

Secrest Blakey & Associates, LLC

2009 - Present (10 years)

Lpl Financial Corporation

2006 - Present (13 years)

Southeast Financial Group

2009 - 2012 (3 years)

Wyatt Blakey Secrest & Associates, LLC

2006 - 2009 (3 years)

Waterstone Financial Group

Disclosures

John Sleesman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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