Unclaimed Profile

Leslie Ann Calhoun

OPTIVEST, INC.·DANA POINT, California

Clean recordOPTIVEST, INC.

24901 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629CRD# 2047866Firm CRD# 137070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leslie Ann Calhoun · DANA POINT, CA

Registration

CRD #2047866 · OPTIVEST, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Leslie Ann Calhoun is a registered financial advisor based in DANA POINT, California, affiliated with OPTIVEST, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Leslie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Leslie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OPTIVEST, INC.

AUM

$320M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPTIVEST, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2047866

Firm CRD# 137070

View on FINRA BrokerCheck →

Looking for a financial advisor in DANA POINT?

Browse all registered financial advisors in DANA POINT, California or claim this profile if it's yours.

Browse DANA POINT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Leslie Ann Calhoun offer?

Leslie Ann Calhoun specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DANA POINT, California for a consultation.

What are Leslie Ann Calhoun's credentials?

Leslie Ann Calhoun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leslie Ann Calhoun located?

Leslie Ann Calhoun is based in DANA POINT, California, working with OPTIVEST, INC.. Their office serves clients in the DANA POINT metropolitan area and surrounding communities.

How does Leslie Ann Calhoun charge for services?

Leslie Ann Calhoun's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIVEST, INC.?

OPTIVEST, INC. has approximately 4 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →