Ek Riley Investments, LLC
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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
Years of Experience
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Ek Riley Investments, LLC Brokerage Details
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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.
Ek Riley Investments, LLC
Leslie Archer has no disclosures.
Please visit their SEC profile for more details.