Claim Profile
LS

Leslie Ann Shipley

BERINGEA, LLC·FARMINGTON HILLS, Michigan
Unclaimed Profile
32330 W. 12 MILE ROAD, FARMINGTON HILLS, MI 48334CRD# 1635651Firm CRD# 161803
01

About

Leslie Ann Shipley is a registered financial advisor based in FARMINGTON HILLS, Michigan, affiliated with BERINGEA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BERINGEA, LLC
BERINGEA, LLC
AUM
$353M
Regulatory assets under management
Employees
5
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1635651
Firm CRD# 161803
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FARMINGTON HILLS?

Browse all registered financial advisors in FARMINGTON HILLS, Michigan or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Leslie Ann Shipley offer?
Leslie Ann Shipley specializes in Retirement Planning, Fee-Only Advisory. Contact their office in FARMINGTON HILLS, Michigan for a consultation.
What are Leslie Ann Shipley's credentials?
Leslie Ann Shipley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Ann Shipley located?
Leslie Ann Shipley is based in FARMINGTON HILLS, Michigan, working with BERINGEA, LLC. Their office serves clients in the FARMINGTON HILLS metropolitan area and surrounding communities.
How does Leslie Ann Shipley charge for services?
Leslie Ann Shipley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERINGEA, LLC?
BERINGEA, LLC has approximately 5 employees and manages $353M 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 →
Browse by specialty