Leslie
Pincombe

United Advisors America

CRD#1399800
Investment Advisor
in Prosper, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Leslie Pincombe is a financial advisor working out of Prosper, Texas who has 2 years of industry experience. Pincombe works at United Advisors America. Over the course of their career, Pincombe has held roles at Fifth Third Securities, Alliance America Corporation and United Advisors America Corporation. Pincombe has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. United Advisors America is a financial advisory company based in Prosper, TX. It controls $194 million in total assets among its 1,893 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,893 accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. United Advisors America provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually vary depending on which services the firm provides the client. However, fee types billed by United Advisors America typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

290 S Preston Road Suite 220
Prosper, TX 75078

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

United Advisors America Brokerage Details

Total Assets Under Management

$193,671,859

TX Average: $3,042,739,679
Total Number of Employees

28

TX Average: 49
Total Number of Accounts

1,893

TX Average: 2,315
Average Account Size

$102,309

TX Average: $1,314,358

Investment Advisory Services

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

Leslie Pincombe Work History

Leslie has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

United Advisors America Corporation

2016 - Present (8 years)

Alliance America Corporation

2009 - 2015 (6 years)

Fifth Third Securities

*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 Leslie Pincombe 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 United Advisors America

Thomas Barten
Bloomington, MN
Aristotle Mcdonald
Prosper, TX
Kevin Mahony
Atlanta, GA
Gregory Callender
Prosper, TX
Alan Carlson
St. Paul, MN
Ashley Daniel
Bradenton, FL
Aubrey Paganelli
Prosper, TX
Glen Fuller
Prosper, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started