Leslie
Garner

Innovation Partners LLC

CRD#2634511
Investment Advisor
in Charlotte, NC
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About this Advisor

Leslie Garner is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered financial advisor with Innovation Partners LLC, Garner has 10 years of work experience in the financial advisory industry. Garner has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Garner is able to act as a financial advisor in New Jersey, North Carolina and Ohio. Their career trajectory has included roles at Jackson Hewitt, George Kilpatrick Md Pa, Gilford Preparatory Academy, Garner Wealth Stratehies, Garner Wealth Strategies, Axa Advisors, LLC, Pruco Securities LLC, The Prudential Insurance Company Of America and Innovation Partners LLC. Innovation Partners LLC is headquartered in Charlotte, North Carolina, and operates out of eight other brick-and-mortar locations in the country. In total, Innovation Partners LLC oversees $128 million in assets throughout 1,009 client accounts and employs more than 134 people. The firm's total assets under management places it among the mid-sized firms in the country. The firm manages 589 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 1,009 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Innovation Partners 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 and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

5950 Fairview Road Suite 806
Charlotte, NC 28210

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Innovation Partners LLC Brokerage Details

Total Assets Under Management

$128,280,951

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

134

NC Average: 22
Total Number of Accounts

1,009

NC Average: 1,917
Average Account Size

$127,137

NC Average: $1,890,985

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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
  • Other

Leslie Garner Work History

Leslie has 10 years of experience.

2017 - Present (2 years)

Garner Wealth Stratehies

2017 - Present (2 years)

Innovation Partners LLC

2016 - 2017 (1 years)

Pruco Securities LLC

2016 - Present (3 years)

The Prudential Insurance Company Of America

2015 - 2015 (0 years)

Axa Advisors, LLC

2015 - 2016 (1 years)

Garner Wealth Strategies

2013 - 2015 (2 years)

Garner Wealth Strategies

2011 - 2012 (1 years)

Gilford Preparatory Academy

2009 - 2009 (0 years)

Jackson Hewitt

2009 - 2012 (3 years)

George Kilpatrick Md Pa

Disclosures

Leslie Garner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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