Emily
Leslie
Hoxton Planning & Management, LLC
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About this Advisor
Emily Leslie is a financial advisor based in Shepherdstown, West Virginia, working with Hoxton Planning & Management, LLC. Emily has previously held positions at West Virginia University Athletics Dept, Journeys, The Daily Athenaeum, Young America's Foundation-National Journalism Center, Young America's Foundation-The Reagan Ranch Center, Santa Barbara News-Press, Martinsburg Dental Center, The Peppermill, Associated Oral and Maxillofacial Surgeons, Domestic, Lovelypixels, Brix27, Breaux Vineyards, Goldman Sachs, and Hoxton Planning & Management, LLC. Emily has passed the Series 65 regulatory exam and is registered to provide services in Maryland and West Virginia. Currently, Emily is part of Hoxton Planning & Management, LLC, which operates out of Shepherdstown, West Virginia. The firm has 4 employees and manages assets totaling $348.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hoxton Planning & Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hoxton Planning & Management, LLC Brokerage Details
$348,428,454
4
898
$388,005
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
Emily Leslie Work History
Hoxton Planning & Management, LLC
Goldman Sachs
Lovelypixels
Brix27
Breaux Vinyards
Domestic
Martinsburg Dental Center
The Peppermill
Associated Oral And Maxillofacial Surgeons
Santa Barbara News-Press
Young America'S Foundation-National Journalism Center
Young America'S Foundation-The Reagan Ranch Center
West Virginia University Athletics Dept
Journeys
The Daily Athenaeum
Disclosures
Please visit the SEC profile of Emily Leslie 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 Hoxton Planning & Management, LLC
Shepherdstown, WV
Shepherdstown, WV
Shepherdstown, WV
The content in this profile was updated by SmartAsset on 6/19/2024. 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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