Unclaimed Profile

Leslie Ann Calhoun

OPTIVEST, INC.·DANA POINT, California

SIE, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 65, Series 79TO, Series 99TOClean record16 years registeredOPTIVEST, 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. · 16 years registered

Brand Profile

Not yet started

Career History

OPTIVEST, INC.

Jun 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · June 2, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIVEST, INC.

CRD 137070 · SEC 801-68965

AUM

$320M

Regulatory assets under management

Employees

446 client accounts

Services offered by OPTIVEST, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPTIVEST, INC. →

Introduction

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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.

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