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Barry Donald Leslie

LESLIE GLOBAL WEALTH, LLC·ITASCA, Illinois
SIE, Series 7, Series 24, Series 31, Series 51, Series 63CFPClean record28 years registeredLESLIE GLOBAL WEALTH, LLC
500 PARK BLVD, ITASCA, IL 60143CRD# 3098430Firm CRD# 128202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barry Donald Leslie · ITASCA, IL
Registration
CRD #3098430 · LESLIE GLOBAL WEALTH, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

LESLIE GLOBAL WEALTH, LLC
Jan 2004 – present
LPL FINANCIAL LLC
Aug 1998 – present
LPL FINANCIAL LLC
Mar 2018 – Oct 2019
WAUKESHA, WI
LPL FINANCIAL LLC
Jun 2002 – Feb 2016
WAUKESHA, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 51
Series 63
Registration record
First registered · August 6, 1998
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LESLIE GLOBAL WEALTH, LLC
CRD 128202 · SEC 801-106556
AUM
$362M
Regulatory assets under management
Employees
6
946 client accounts
Services offered by LESLIE GLOBAL WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LESLIE GLOBAL WEALTH, LLC →
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05

Frequently Asked Questions

What services does Barry Donald Leslie offer?
Barry Donald Leslie specializes in Financial Planning, Investment Management. Contact their office in ITASCA, Illinois for a consultation.
What are Barry Donald Leslie's credentials?
Barry Donald Leslie holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Barry Donald Leslie located?
Barry Donald Leslie is based in ITASCA, Illinois, working with LESLIE GLOBAL WEALTH, LLC. Their office serves clients in the ITASCA metropolitan area and surrounding communities.
How does Barry Donald Leslie charge for services?
Barry Donald Leslie'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 LESLIE GLOBAL WEALTH, LLC?
LESLIE GLOBAL WEALTH, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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