Unclaimed Profile

Leslie Ann Shipley

BERINGEA, LLC·FARMINGTON HILLS, Michigan

Clean recordBERINGEA, LLC

32330 W. 12 MILE ROAD, FARMINGTON HILLS, MI 48334CRD# 1635651Firm CRD# 161803

Profile Verification

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

Identity

Leslie Ann Shipley · FARMINGTON HILLS, MI

Registration

CRD #1635651 · BERINGEA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BERINGEA, LLC

AUM

$353M

Regulatory assets under management

Employees

Total firm employees

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Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1635651

Firm CRD# 161803

View on FINRA BrokerCheck →

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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.

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