John
Sleesman
Southeast Financial Group
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About this Advisor
John Sleesman is a certified financial planner operating in Raleigh, North Carolina with 14 years of industry experience. Sleesman is currently employed by Southeast Financial Group. The advisor has gained experience at Southeast Financial Group (Dba), Lpl Financial Corporation, Secrest Blakey & Associates, LLC and Liberty Partners Financial Services, LLC. Sleesman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Southeast Financial Group is a registered investment firm operating out of Raleigh, NC. It handles $166 million in assets among its 308 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 308 accounts, 35% are held by high-net-worth clients who have greater than $1 million in assets. Southeast Financial Group provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on the services offered. However, fees charged by Southeast Financial Group most likely consist of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southeast Financial Group Brokerage Details
$165,613,535
3
308
$537,706
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Sleesman Work History
John has been registered as a financial advisor for 14 years.*
Liberty Partners Financial Services, LLC
Southeast Financial Group (Dba)
Secrest Blakey & Associates, LLC
Lpl Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Sleesman 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 Southeast Financial Group
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
