Leslie
Archer

Ek Riley Investments, LLC

CRD#3101438
Investment Advisor
in Seattle, WA
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About this Advisor

Leslie Archer is a financial advisor based in Seattle, Washington. Currently a registered investment advisor at Ek Riley Investments, LLC, Archer has 13 years of professional experience in the financial advisory industry. Archer has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Archer is registered to operate in Oregon. Archer has spent their career at Ek Riley Investments, LLC. Ek Riley Investments, LLC is based out of Seattle, Washington, and has 16 additional brick-and-mortar locations throughout the country. Overall, Ek Riley Investments, LLC manages $553 million in assets across 1,555 client accounts and employs more than 60 people. The level of assets currently under the firm's management places it among the larger financial advisory firms in the country. The firm manages 1,312 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ek Riley Investments, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1420 5Th Avenue Suite 3300
Seattle, WA 98101

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Ek Riley Investments, LLC Brokerage Details

Total Assets Under Management

$564,579,262

WA Average: $3,566,627,242
Total Number of Employees

63

WA Average: 46
Total Number of Accounts

1,804

WA Average: 1,499
Average Account Size

$312,960

WA Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Leslie Archer Work History

Leslie has 13 years of experience.

2005 - Present (14 years)

Ek Riley Investments, LLC

Disclosures

Leslie Archer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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