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David Brian Leszcynski

GLOBAL FINANCIAL PLANNING GROUP, LLC·TROY, Michigan
SIE, Series 6, Series 7, Series 63, Series 65Clean record16 years registeredGLOBAL FINANCIAL PLANNING GROUP, LLC
3155 WEST BIG BEAVER, TROY, MI 48084CRD# 2913686Firm CRD# 114803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Brian Leszcynski · TROY, MI
Registration
CRD #2913686 · GLOBAL FINANCIAL PLANNING GROUP, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

GLOBAL FINANCIAL PLANNING GROUP, LLC
Jan 2011 – present
LPL FINANCIAL LLC
May 2010 – Oct 2015
TROY, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · May 26, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD 114803 · SEC 801-57702
AUM
$31M
Regulatory assets under management
Employees
1
110 client accounts
Services offered by GLOBAL FINANCIAL PLANNING GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GLOBAL FINANCIAL PLANNING GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Brian Leszcynski offer?
David Brian Leszcynski specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.
What are David Brian Leszcynski's credentials?
David Brian Leszcynski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Brian Leszcynski located?
David Brian Leszcynski is based in TROY, Michigan, working with GLOBAL FINANCIAL PLANNING GROUP, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does David Brian Leszcynski charge for services?
David Brian Leszcynski'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 GLOBAL FINANCIAL PLANNING GROUP, LLC?
GLOBAL FINANCIAL PLANNING GROUP, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GLOBAL FINANCIAL PLANNING GROUP, LLC

Darryl Gregory Duerbusch
TROY, MI
CFP

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