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Leslie Ann Whitney

WHITNEY RETIREMENT SERVICES GROUP, INC.·KENNEBUNK, Maine
Clean recordWHITNEY RETIREMENT SERVICES GROUP, INC.
12 DEPOT STREET, KENNEBUNK, ME 04043-7038CRD# 1237514Firm CRD# 143051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leslie Ann Whitney · KENNEBUNK, ME
Registration
CRD #1237514 · WHITNEY RETIREMENT SERVICES GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leslie Ann Whitney is a registered financial advisor based in KENNEBUNK, Maine, affiliated with WHITNEY RETIREMENT SERVICES GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WHITNEY RETIREMENT SERVICES GROUP, INC.
WHITNEY RETIREMENT SERVICES GROUP, INC.
AUM
$445M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WHITNEY RETIREMENT SERVICES GROUP, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1237514
Firm CRD# 143051
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leslie Ann Whitney offer?
Leslie Ann Whitney specializes in Investment Management. Contact their office in KENNEBUNK, Maine for a consultation.
What are Leslie Ann Whitney's credentials?
Leslie Ann Whitney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Ann Whitney located?
Leslie Ann Whitney is based in KENNEBUNK, Maine, working with WHITNEY RETIREMENT SERVICES GROUP, INC.. Their office serves clients in the KENNEBUNK metropolitan area and surrounding communities.
How does Leslie Ann Whitney charge for services?
Leslie Ann Whitney'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 WHITNEY RETIREMENT SERVICES GROUP, INC.?
WHITNEY RETIREMENT SERVICES GROUP, INC. has approximately 2 employees and manages $445M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maine
PORTLAND (131)BANGOR (22)BRUNSWICK (17)FALMOUTH (6)BAR HARBOR (6)SOUTH PORTLAND (5)NEW GLOUCESTER (3)WATERVILLE (3)GARDINER (2)CAPE ELIZABETH (2)
City Guides
PORTLAND GuideBANGOR GuideBRUNSWICK GuideFALMOUTH GuideBAR HARBOR Guide
Research
Advisor Fees in MaineNational Fee Analysis
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