Unclaimed Profile

Leslie Ann Young

INDEPENDENCE ADVISORS, LLC·WAYNE, Pennsylvania

SIE, Series 7, Series 66Clean record18 years registeredINDEPENDENCE ADVISORS, LLC

620 LEE ROAD, WAYNE, PA 19087-5636CRD# 5090886Firm CRD# 153687

Profile Verification

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

Identity

Leslie Ann Young · WAYNE, PA

Registration

CRD #5090886 · INDEPENDENCE ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MODERA WEALTH MANAGEMENT, LLC

Jan 2021 – present

INDEPENDENCE ADVISORS, LLC

Feb 2016 – Jan 2021

WAYNE, PA

KISTLER-TIFFANY ADVISORS

Apr 2008 – Jan 2016

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 15, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENCE ADVISORS, LLC

CRD 153687 · SEC 801-71449

AUM

$1.3B

Regulatory assets under management

Employees

1,535 client accounts

Services offered by INDEPENDENCE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INDEPENDENCE ADVISORS, LLC →

Introduction

Speak with Leslie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Leslie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WAYNE?

Browse all registered financial advisors in WAYNE, Pennsylvania or claim this profile if it's yours.

Browse WAYNE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Leslie Ann Young offer?

Leslie Ann Young specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Leslie Ann Young's credentials?

Leslie Ann Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leslie Ann Young located?

Leslie Ann Young is based in WAYNE, Pennsylvania, working with INDEPENDENCE ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Leslie Ann Young charge for services?

Leslie Ann Young'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 INDEPENDENCE ADVISORS, LLC?

INDEPENDENCE ADVISORS, LLC has approximately 13 employees and manages $1.3B 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 →